See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,134 | $176,056-81.7% | $159,436-79.8% | $167,490-80.8% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 11.39% | 331.75%-320.4pp | 263.57%-252.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,319 | $5,297-56.2% | $4,829-52.0% | $4,837-52.1% |
| Participant deferral / active EE | $7,535 | $7,750-2.8% | $7,352+2.5% | $6,341+18.8% |
| Admin fee / account holder | $4,309 | $12,554-65.7% | $10,799-60.1% | $12,309-65.0% |