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 | $74,480 | $30,400+145.0% | $53,898+38.2% | $84,808-12.2% |
| Participation rate | 43.8% | 46.4%-2.6pp | 55.0%-11.1pp | 68.3%-24.5pp |
| Annual return | 18.25% | 500.19%-481.9pp | 528.60%-510.4pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,117 | $603+85.3% | $932+19.8% | $2,631-57.5% |
| Participant deferral / active EE | $3,106 | $1,199+159.2% | $1,826+70.1% | $4,212-26.2% |
| Admin fee / account holder | $10,088 | $1,993+406.1% | $2,491+305.0% | $7,344+37.4% |