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 4-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 | $26,077 | $30,400-14.2% | $53,898-51.6% | $84,808-69.3% |
| Participation rate | 22.4% | 46.4%-24.0pp | 55.0%-32.5pp | 68.3%-45.9pp |
| Annual return | 20.32% | 500.19%-479.9pp | 528.60%-508.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $819 | $603+35.9% | $932-12.1% | $2,631-68.9% |
| Participant deferral / active EE | $1,445 | $1,199+20.6% | $1,826-20.9% | $4,212-65.7% |
| Admin fee / account holder | $2,880 | $1,993+44.5% | $2,491+15.6% | $7,344-60.8% |