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 5-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 | $20,075 | $126,574-84.1% | $106,213-81.1% | $145,922-86.2% |
| Participation rate | 56.5% | 77.6%-21.1pp | 75.3%-18.8pp | 80.3%-23.8pp |
| Annual return | 14.22% | 224.79%-210.6pp | 116.14%-101.9pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,608 | $3,730-56.9% | $3,171-49.3% | $4,660-65.5% |
| Participant deferral / active EE | $2,028 | $5,724-64.6% | $5,016-59.6% | $6,688-69.7% |
| Admin fee / account holder | $1,148 | $17,304-93.4% | $11,033-89.6% | $13,397-91.4% |