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 6-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 | $74,829 | $148,534-49.6% | $135,903-44.9% | $139,434-46.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 22.34% | 79.19%-56.9pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $6,394 | $5,243+21.9% | $4,856+31.7% | $4,751+34.6% |
| Participant deferral / active EE | $14,658 | $8,100+81.0% | $7,758+88.9% | $6,710+118.4% |
| Admin fee / account holder | $3,926 | $12,400-68.3% | $10,762-63.5% | $11,403-65.6% |