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 | $34,421 | $87,540-60.7% | $75,781-54.6% | $125,391-72.5% |
| Participation rate | 38.9% | 80.2%-41.3pp | 75.8%-36.9pp | 83.2%-44.3pp |
| Annual return | 3.02% | 13.48%-10.5pp | 9.68%-6.7pp | 282.22%-279.2pp |
| Employer contribution / active EE | $593 | $3,930-84.9% | $3,323-82.1% | $4,866-87.8% |
| Participant deferral / active EE | $2,591 | $4,229-38.7% | $3,651-29.0% | $5,352-51.6% |
| Admin fee / account holder | $5,043 | $6,502-22.4% | $5,299-4.8% | $9,540-47.1% |