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 | $27,929 | $121,625-77.0% | $104,607-73.3% | $158,922-82.4% |
| Participation rate | 63.6% | 77.5%-13.9pp | 74.1%-10.4pp | 82.0%-18.3pp |
| Annual return | 18.47% | 465.26%-446.8pp | 340.46%-322.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,330 | $3,163-57.9% | $2,681-50.4% | $4,761-72.1% |
| Participant deferral / active EE | $2,331 | $4,177-44.2% | $3,740-37.7% | $5,982-61.0% |
| Admin fee / account holder | $2,736 | $7,787-64.9% | $6,473-57.7% | $11,246-75.7% |