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 | $75,189 | $110,257-31.8% | $96,544-22.1% | $139,434-46.1% |
| Participation rate | 58.3% | 78.1%-19.8pp | 76.0%-17.6pp | 80.3%-22.0pp |
| Annual return | 25.12% | 26.32%-1.2pp | 25.84%-0.7pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,477 | $3,620-59.2% | $2,965-50.2% | $4,751-68.9% |
| Participant deferral / active EE | $5,335 | $5,548-3.8% | $4,851+10.0% | $6,710-20.5% |
| Admin fee / account holder | $510 | $11,591-95.6% | $8,252-93.8% | $11,403-95.5% |