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 | $33,379 | $152,509-78.1% | $117,472-71.6% | $134,475-75.2% |
| Participation rate | 63.2% | 77.1%-13.9pp | 70.6%-7.4pp | 81.2%-18.1pp |
| Annual return | -17.48% | 52.99%-70.5pp | 29.74%-47.2pp | 417.96%-435.4pp |
| Employer contribution / active EE | $938 | $5,571-83.2% | $4,176-77.5% | $4,740-80.2% |
| Participant deferral / active EE | $3,661 | $4,818-24.0% | $4,070-10.1% | $6,400-42.8% |
| Admin fee / account holder | $849 | $7,004-87.9% | $5,645-85.0% | $11,426-92.6% |