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 | $64,937 | $48,795+33.1% | $65,493-0.9% | $84,808-23.4% |
| Participation rate | 65.3% | 67.0%-1.7pp | 73.1%-7.8pp | 68.3%-3.0pp |
| Annual return | 14.65% | 20.20%-5.6pp | 982.45%-967.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,531 | $1,930-20.6% | $2,574-40.5% | $2,631-41.8% |
| Participant deferral / active EE | $3,044 | $2,928+3.9% | $3,961-23.1% | $4,212-27.7% |
| Admin fee / account holder | $973 | $3,877-74.9% | $5,028-80.6% | $7,344-86.7% |