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 | $22,161 | $72,400-69.4% | $67,502-67.2% | $145,922-84.8% |
| Participation rate | 52.9% | 76.9%-23.9pp | 72.9%-19.9pp | 80.3%-27.3pp |
| Annual return | 10.90% | 7182.46%-7171.6pp | 3512.12%-3501.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,253 | $3,069-59.2% | $2,731-54.1% | $4,660-73.1% |
| Participant deferral / active EE | $1,605 | $4,783-66.4% | $4,000-59.9% | $6,688-76.0% |
| Admin fee / account holder | $12,378 | $5,539+123.5% | $3,998+209.6% | $13,397-7.6% |