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 | $50,820 | $95,416-46.7% | $185,823-72.7% | $85,850-40.8% |
| Participation rate | 30.9% | 68.8%-37.9pp | 81.7%-50.8pp | 69.3%-38.4pp |
| Annual return | 11.69% | 23.59%-11.9pp | 122.05%-110.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $568 | $3,314-82.9% | $5,167-89.0% | $2,565-77.9% |
| Participant deferral / active EE | $1,006 | $3,423-70.6% | $5,568-81.9% | $3,952-74.5% |
| Admin fee / account holder | $1,821 | $7,213-74.7% | $16,237-88.8% | $6,260-70.9% |