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 | $18,852 | $55,453-66.0% | $170,442-88.9% | $62,292-69.7% |
| Participation rate | 56.2% | 66.4%-10.2pp | 83.6%-27.4pp | 69.5%-13.3pp |
| Annual return | 24.17% | 21.38%+2.8pp | 205.93%-181.8pp | 28.90%-4.7pp |
| Employer contribution / active EE | $1,076 | $2,164-50.3% | $5,433-80.2% | $2,042-47.3% |
| Participant deferral / active EE | $2,031 | $2,303-11.8% | $4,939-58.9% | $3,169-35.9% |
| Admin fee / account holder | $1,094 | $455+140.4% | $13,880-92.1% | $479+128.2% |