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 | $47,065 | $55,415-15.1% | $155,509-69.7% | $74,495-36.8% |
| Participation rate | 41.2% | 61.9%-20.7pp | 78.2%-37.0pp | 67.2%-26.0pp |
| Annual return | 13.91% | 268.50%-254.6pp | 64.67%-50.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,397 | $2,267-38.4% | $4,672-70.1% | $2,623-46.7% |
| Participant deferral / active EE | $3,071 | $2,836+8.3% | $5,626-45.4% | $4,346-29.3% |
| Admin fee / account holder | $4,601 | $1,738+164.7% | $15,912-71.1% | $1,942+137.0% |