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 | $22,170 | $82,630-73.2% | $64,105-65.4% | $125,391-82.3% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | -1.75% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,078 | $2,671-59.6% | $1,820-40.8% | $4,866-77.8% |
| Participant deferral / active EE | $2,245 | $3,608-37.8% | $2,822-20.4% | $5,352-58.1% |
| Admin fee / account holder | $331 | $6,382-94.8% | $4,499-92.6% | $9,540-96.5% |