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 | $130,433 | $149,734-12.9% | $118,925+9.7% | $158,922-17.9% |
| Participation rate | 55.6% | 82.1%-26.5pp | 75.4%-19.8pp | 82.0%-26.4pp |
| Annual return | 13.79% | 19.95%-6.2pp | 35.88%-22.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,279 | $4,115-68.9% | $3,263-60.8% | $4,761-73.1% |
| Participant deferral / active EE | $6,905 | $5,223+32.2% | $4,265+61.9% | $5,982+15.4% |
| Admin fee / account holder | $2,725 | $8,603-68.3% | $6,581-58.6% | $11,246-75.8% |