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 | $90,153 | $105,181-14.3% | $159,436-43.5% | $85,850+5.0% |
| Participation rate | 58.1% | 75.8%-17.7pp | 82.8%-24.8pp | 69.3%-11.3pp |
| Annual return | 13.02% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $973 | $3,318-70.7% | $4,829-79.8% | $2,565-62.1% |
| Participant deferral / active EE | $4,423 | $5,945-25.6% | $7,352-39.8% | $3,952+11.9% |
| Admin fee / account holder | $1,658 | $6,933-76.1% | $10,799-84.6% | $6,260-73.5% |