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 | $50,394 | $70,606-28.6% | $53,898-6.5% | $142,382-64.6% |
| Participation rate | 13.0% | 63.7%-50.7pp | 55.0%-41.9pp | 80.1%-67.1pp |
| Annual return | 17.21% | 619.81%-602.6pp | 528.60%-511.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $394 | $1,202-67.2% | $932-57.7% | $4,299-90.8% |
| Participant deferral / active EE | $1,023 | $2,364-56.7% | $1,826-44.0% | $6,507-84.3% |
| Admin fee / account holder | $557 | $2,852-80.5% | $2,491-77.6% | $12,624-95.6% |