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 | $92,183 | $124,281-25.8% | $109,143-15.5% | $167,490-45.0% |
| Participation rate | 53.3% | 79.4%-26.1pp | 75.9%-22.5pp | 82.1%-28.8pp |
| Annual return | 9.93% | 26.04%-16.1pp | 25.75%-15.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $2,001 | $4,207-52.4% | $3,722-46.2% | $4,837-58.6% |
| Participant deferral / active EE | $4,239 | $5,255-19.3% | $4,653-8.9% | $6,341-33.2% |
| Admin fee / account holder | $1,676 | $7,970-79.0% | $6,752-75.2% | $12,309-86.4% |