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 3-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 | $26,356 | $53,516-50.8% | $126,539-79.2% | $84,808-68.9% |
| Participation rate | 14.3% | 58.2%-44.0pp | 69.8%-55.5pp | 68.3%-54.0pp |
| Annual return | 32.88% | 58.34%-25.5pp | 425.95%-393.1pp | 40.90%-8.0pp |
| Employer contribution / active EE | $332 | $1,535-78.4% | $3,674-91.0% | $2,631-87.4% |
| Participant deferral / active EE | $1,212 | $2,671-54.6% | $4,083-70.3% | $4,212-71.2% |
| Admin fee / account holder | $867 | $4,497-80.7% | $6,065-85.7% | $7,344-88.2% |