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 | $41,568 | $202,432-79.5% | $169,368-75.5% | $139,434-70.2% |
| Participation rate | 47.4% | 81.1%-33.7pp | 77.1%-29.8pp | 80.3%-33.0pp |
| Annual return | 15.62% | 531.74%-516.1pp | 405.60%-390.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,474 | $4,692-68.6% | $4,013-63.3% | $4,751-69.0% |
| Participant deferral / active EE | $2,321 | $6,938-66.5% | $6,221-62.7% | $6,710-65.4% |
| Admin fee / account holder | $528 | $10,708-95.1% | $9,003-94.1% | $11,403-95.4% |