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 | $65,702 | $102,616-36.0% | $81,983-19.9% | $158,922-58.7% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.2%-29.2pp | 82.0%-42.0pp |
| Annual return | 12.33% | 61.04%-48.7pp | 41.31%-29.0pp | 302.83%-290.5pp |
| Employer contribution / active EE | $766 | $3,240-76.4% | $2,498-69.4% | $4,761-83.9% |
| Participant deferral / active EE | $1,584 | $4,648-65.9% | $3,722-57.5% | $5,982-73.5% |
| Admin fee / account holder | $1,030 | $8,235-87.5% | $5,664-81.8% | $11,246-90.8% |