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 | $37,341 | $26,114+43.0% | $58,482-36.1% | $74,419-49.8% |
| Participation rate | 17.1% | 32.1%-15.1pp | 50.9%-33.8pp | 70.7%-53.7pp |
| Annual return | 16.08% | 32.51%-16.4pp | 4239.32%-4223.2pp | 34.38%-18.3pp |
| Employer contribution / active EE | $354 | $536-34.0% | $1,053-66.4% | $2,637-86.6% |
| Participant deferral / active EE | $548 | $1,075-49.0% | $1,924-71.5% | $4,528-87.9% |
| Admin fee / account holder | $1,119 | $649+72.4% | $2,516-55.5% | $348+221.7% |