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 | $52,758 | $109,982-52.0% | $97,226-45.7% | $145,922-63.8% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 10.58% | 242.90%-232.3pp | 75.13%-64.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $964 | $3,084-68.7% | $2,729-64.7% | $4,660-79.3% |
| Participant deferral / active EE | $4,089 | $4,676-12.5% | $4,264-4.1% | $6,688-38.9% |
| Admin fee / account holder | $508 | $6,221-91.8% | $5,654-91.0% | $13,397-96.2% |