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 | $79,986 | $89,355-10.5% | $141,162-43.3% | $72,985+9.6% |
| Participation rate | 63.3% | 75.1%-11.8pp | 82.5%-19.1pp | 69.5%-6.2pp |
| Annual return | 22.76% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,244 | $3,114-60.1% | $4,735-73.7% | $2,440-49.0% |
| Participant deferral / active EE | $7,046 | $5,418+30.0% | $6,709+5.0% | $3,607+95.3% |
| Admin fee / account holder | $540 | $5,958-90.9% | $10,261-94.7% | $5,124-89.5% |