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 | $20,367 | $107,334-81.0% | $92,893-78.1% | $152,861-86.7% |
| Participation rate | 47.8% | 79.8%-32.0pp | 76.0%-28.2pp | 82.4%-34.6pp |
| Annual return | 15.85% | 145.58%-129.7pp | 109.41%-93.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,431 | $4,221-66.1% | $3,653-60.8% | $4,762-69.9% |
| Participant deferral / active EE | $1,671 | $4,845-65.5% | $4,236-60.5% | $5,850-71.4% |
| Admin fee / account holder | $1,504 | $7,079-78.8% | $5,794-74.0% | $11,596-87.0% |