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 | $16,778 | $91,190-81.6% | $178,490-90.6% | $79,858-79.0% |
| Participation rate | 28.3% | 69.2%-40.9pp | 81.9%-53.6pp | 69.6%-41.3pp |
| Annual return | 13.62% | 24.19%-10.6pp | 151.07%-137.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,245 | $3,236-61.5% | $5,202-76.1% | $3,740-66.7% |
| Admin fee / account holder | $636 | $6,751-90.6% | $13,984-95.4% | $5,306-88.0% |