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 | $56,006 | $101,317-44.7% | $146,958-61.9% | $74,495-24.8% |
| Participation rate | 49.0% | 75.5%-26.5pp | 82.2%-33.1pp | 67.2%-18.2pp |
| Annual return | 18.53% | 8730.91%-8712.4pp | 418.34%-399.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $1,730 | $3,810-54.6% | $4,933-64.9% | $2,623-34.1% |
| Participant deferral / active EE | $3,609 | $7,303-50.6% | $8,070-55.3% | $4,346-17.0% |
| Admin fee / account holder | $4,703 | $1,739+170.5% | $12,998-63.8% | $1,942+142.2% |