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 | $39,976 | $65,561-39.0% | $86,188-53.6% | $75,163-46.8% |
| Participation rate | 69.2% | 60.5%+8.7pp | 69.0%+0.3pp | 67.2%+2.0pp |
| Annual return | 16.12% | 46.05%-29.9pp | 1168.45%-1152.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $576 | $1,553-62.9% | $2,380-75.8% | $2,670-78.4% |
| Participant deferral / active EE | $3,570 | $3,024+18.1% | $3,985-10.4% | $4,125-13.5% |
| Admin fee / account holder | $1,115 | $5,474-79.6% | $6,852-83.7% | $5,651-80.3% |