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 | $21,889 | $111,754-80.4% | $103,333-78.8% | $145,922-85.0% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 15.21% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,381 | $4,212-67.2% | $3,868-64.3% | $4,660-70.4% |
| Participant deferral / active EE | $3,074 | $5,619-45.3% | $5,057-39.2% | $6,688-54.0% |
| Admin fee / account holder | $3,133 | $9,750-67.9% | $8,355-62.5% | $13,397-76.6% |