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 | $25,696 | $48,795-47.3% | $65,493-60.8% | $84,808-69.7% |
| Participation rate | 34.8% | 67.0%-32.2pp | 73.1%-38.3pp | 68.3%-33.5pp |
| Annual return | 21.34% | 20.20%+1.1pp | 982.45%-961.1pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,083 | $1,930-43.9% | $2,574-57.9% | $2,631-58.8% |
| Participant deferral / active EE | $1,758 | $2,928-40.0% | $3,961-55.6% | $4,212-58.3% |
| Admin fee / account holder | $653 | $3,877-83.2% | $5,028-87.0% | $7,344-91.1% |