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 | $51,945 | $89,753-42.1% | $107,525-51.7% | $84,808-38.7% |
| Participation rate | 38.0% | 68.1%-30.1pp | 75.1%-37.1pp | 68.3%-30.3pp |
| Annual return | 59.76% | 29.48%+30.3pp | 181.32%-121.6pp | 40.90%+18.9pp |
| Employer contribution / active EE | $1,544 | $3,113-50.4% | $3,754-58.9% | $2,631-41.3% |
| Participant deferral / active EE | $3,354 | $4,056-17.3% | $5,116-34.4% | $4,212-20.4% |
| Admin fee / account holder | $2,034 | $7,222-71.8% | $8,919-77.2% | $7,344-72.3% |