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 | $33,689 | $152,587-77.9% | $125,175-73.1% | $152,861-78.0% |
| Participation rate | 61.1% | 83.3%-22.2pp | 79.8%-18.7pp | 82.4%-21.3pp |
| Annual return | 16.88% | 54.84%-38.0pp | 43.79%-26.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,282 | $4,946-74.1% | $3,865-66.8% | $4,762-73.1% |
| Participant deferral / active EE | $2,640 | $5,868-55.0% | $4,937-46.5% | $5,850-54.9% |
| Admin fee / account holder | $343 | $13,434-97.4% | $9,702-96.5% | $11,596-97.0% |