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 | $38,290 | $63,745-39.9% | $98,442-61.1% | $79,386-51.8% |
| Participation rate | 50.0% | 69.9%-19.9pp | 73.3%-23.3pp | 70.7%-20.7pp |
| Annual return | 20.10% | 625.80%-605.7pp | 1492.73%-1472.6pp | 116.85%-96.7pp |
| Employer contribution / active EE | $458 | $2,557-82.1% | $2,960-84.5% | $2,427-81.1% |
| Participant deferral / active EE | $2,018 | $3,303-38.9% | $4,276-52.8% | $4,046-50.1% |
| Admin fee / account holder | $5,240 | $516+916.3% | $5,949-11.9% | $626+736.4% |