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 | $33,810 | $60,323-44.0% | $81,812-58.7% | $74,495-54.6% |
| Participation rate | 14.2% | 62.9%-48.7pp | 72.3%-58.2pp | 67.2%-53.0pp |
| Annual return | 13.52% | 16.90%-3.4pp | 773.79%-760.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $978 | $3,387-71.1% | $4,319-77.4% | $4,346-77.5% |
| Admin fee / account holder | $2,748 | $1,486+84.9% | $7,386-62.8% | $1,942+41.5% |