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 | $53,585 | $111,754-52.1% | $103,333-48.1% | $145,922-63.3% |
| Participation rate | 52.2% | 77.9%-25.8pp | 74.5%-22.3pp | 80.3%-28.1pp |
| Annual return | 14.93% | 24.77%-9.8pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,301 | $4,212-69.1% | $3,868-66.4% | $4,660-72.1% |
| Participant deferral / active EE | $3,849 | $5,619-31.5% | $5,057-23.9% | $6,688-42.5% |
| Admin fee / account holder | $307 | $9,750-96.9% | $8,355-96.3% | $13,397-97.7% |