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 | $43,947 | $60,124-26.9% | $90,404-51.4% | $79,858-45.0% |
| Participation rate | 44.0% | 65.0%-21.0pp | 72.7%-28.7pp | 69.6%-25.6pp |
| Annual return | 20.12% | 71.94%-51.8pp | 1293.02%-1272.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $441 | $2,068-78.7% | $3,262-86.5% | $2,471-82.2% |
| Participant deferral / active EE | $3,634 | $2,938+23.7% | $3,963-8.3% | $3,740-2.8% |
| Admin fee / account holder | $1,908 | $3,976-52.0% | $5,611-66.0% | $5,306-64.0% |