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 | $117,368 | $228,332-48.6% | $185,823-36.8% | $158,922-26.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 14.19% | 40.80%-26.6pp | 35.95%-21.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,012 | $4,967-79.6% | $4,087-75.3% | $4,761-78.8% |
| Participant deferral / active EE | $9,297 | $6,415+44.9% | $5,632+65.1% | $5,982+55.4% |
| Admin fee / account holder | $919 | $11,864-92.3% | $9,500-90.3% | $11,246-91.8% |