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 | $22,931 | $56,114-59.1% | $96,139-76.1% | $85,850-73.3% |
| Participation rate | 69.0% | 56.7%+12.3pp | 68.4%+0.6pp | 69.3%-0.3pp |
| Annual return | 13.76% | 42.30%-28.5pp | 191.94%-178.2pp | 318.53%-304.8pp |
| Employer contribution / active EE | $4,012 | $1,620+147.7% | $2,797+43.4% | $2,565+56.4% |
| Participant deferral / active EE | $5,150 | $2,859+80.1% | $4,349+18.4% | $3,952+30.3% |
| Admin fee / account holder | $2,559 | $3,768-32.1% | $5,537-53.8% | $6,260-59.1% |