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 | $23,690 | $30,400-22.1% | $53,898-56.0% | $84,808-72.1% |
| Participation rate | 5.8% | 46.4%-40.6pp | 55.0%-49.2pp | 68.3%-62.5pp |
| Annual return | 19.76% | 500.19%-480.4pp | 528.60%-508.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $165 | $603-72.7% | $932-82.3% | $2,631-93.7% |
| Participant deferral / active EE | $305 | $1,199-74.5% | $1,826-83.3% | $4,212-92.7% |
| Admin fee / account holder | $1,750 | $1,993-12.2% | $2,491-29.7% | $7,344-76.2% |