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 | $53,806 | $85,766-37.3% | $136,294-60.5% | $70,131-23.3% |
| Participation rate | 44.4% | 74.2%-29.7pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 14.64% | 31.45%-16.8pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,446 | $2,966-51.2% | $4,695-69.2% | $2,342-38.3% |
| Participant deferral / active EE | $2,495 | $5,051-50.6% | $6,247-60.1% | $3,332-25.1% |
| Admin fee / account holder | $14,652 | $5,420+170.3% | $9,243+58.5% | $4,645+215.4% |