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 | $24,373 | $60,124-59.5% | $90,404-73.0% | $79,858-69.5% |
| Participation rate | 41.0% | 65.0%-24.0pp | 72.7%-31.7pp | 69.6%-28.6pp |
| Annual return | 19.95% | 71.94%-52.0pp | 1293.02%-1273.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,148 | $2,068-44.5% | $3,262-64.8% | $2,471-53.6% |
| Participant deferral / active EE | $1,772 | $2,938-39.7% | $3,963-55.3% | $3,740-52.6% |
| Admin fee / account holder | $642 | $3,976-83.8% | $5,611-88.6% | $5,306-87.9% |