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 5-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 | $36,678 | $96,305-61.9% | $80,569-54.5% | $139,434-73.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 23.24% | 1350.08%-1326.8pp | 935.43%-912.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $5,140 | $3,262+57.6% | $2,723+88.7% | $4,751+8.2% |
| Participant deferral / active EE | $7,331 | $5,232+40.1% | $4,447+64.8% | $6,710+9.2% |
| Admin fee / account holder | $1,079 | $6,599-83.6% | $5,377-79.9% | $11,403-90.5% |