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 5-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 | $96,027 | $175,202-45.2% | $149,673-35.8% | $139,434-31.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 13.64% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,622 | $5,474-70.4% | $4,818-66.3% | $4,751-65.9% |
| Participant deferral / active EE | $5,701 | $6,519-12.5% | $5,680+0.4% | $6,710-15.0% |
| Admin fee / account holder | $1,351 | $16,150-91.6% | $13,210-89.8% | $11,403-88.2% |