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 | $27,151 | $72,012-62.3% | $185,823-85.4% | $79,858-66.0% |
| Participation rate | 55.8% | 65.8%-9.9pp | 78.0%-22.2pp | 69.6%-13.8pp |
| Annual return | 90.19% | 23.12%+67.1pp | 35.95%+54.2pp | 31.71%+58.5pp |
| Employer contribution / active EE | $1,419 | $1,965-27.8% | $4,087-65.3% | $2,471-42.6% |
| Participant deferral / active EE | $2,084 | $3,779-44.9% | $5,632-63.0% | $3,740-44.3% |
| Admin fee / account holder | $2,535 | $4,513-43.8% | $9,500-73.3% | $5,306-52.2% |