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 | $16,722 | $90,600-81.5% | $79,464-79.0% | $135,375-87.6% |
| Participation rate | 64.3% | 76.0%-11.8pp | 73.3%-9.1pp | 82.6%-18.4pp |
| Annual return | 1.47% | 977.43%-976.0pp | 718.14%-716.7pp | 519.73%-518.3pp |
| Employer contribution / active EE | $1,331 | $3,068-56.6% | $2,800-52.5% | $4,779-72.2% |
| Participant deferral / active EE | $5,198 | $4,050+28.3% | $3,704+40.3% | $5,609-7.3% |
| Admin fee / account holder | $1,231 | $5,907-79.2% | $5,113-75.9% | $10,827-88.6% |