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 | $90,121 | $118,680-24.1% | $98,907-8.9% | $158,922-43.3% |
| Participation rate | 58.3% | 77.8%-19.5pp | 76.0%-17.7pp | 82.0%-23.6pp |
| Annual return | 15.75% | 372.35%-356.6pp | 196.43%-180.7pp | 302.83%-287.1pp |
| Employer contribution / active EE | $956 | $3,333-71.3% | $2,689-64.4% | $4,761-79.9% |
| Participant deferral / active EE | $1,710 | $5,088-66.4% | $4,244-59.7% | $5,982-71.4% |
| Admin fee / account holder | $3,815 | $10,131-62.3% | $6,642-42.6% | $11,246-66.1% |