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 | $49,399 | $102,317-51.7% | $146,958-66.4% | $80,856-38.9% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.2%-30.5pp | 67.6%-16.0pp |
| Annual return | 16.70% | 134.76%-118.1pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,798 | $3,713-51.6% | $4,933-63.5% | $2,755-34.7% |
| Participant deferral / active EE | $3,903 | $6,644-41.2% | $8,070-51.6% | $4,296-9.1% |
| Admin fee / account holder | $995 | $7,941-87.5% | $12,998-92.3% | $6,918-85.6% |