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 | $43,685 | $65,561-33.4% | $86,188-49.3% | $75,163-41.9% |
| Participation rate | 60.3% | 60.5%-0.1pp | 69.0%-8.6pp | 67.2%-6.8pp |
| Annual return | 19.03% | 46.05%-27.0pp | 1168.45%-1149.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,079 | $1,553+33.9% | $2,380-12.7% | $2,670-22.1% |
| Participant deferral / active EE | $3,185 | $3,024+5.3% | $3,985-20.1% | $4,125-22.8% |
| Admin fee / account holder | $4,045 | $5,474-26.1% | $6,852-41.0% | $5,651-28.4% |