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 | $31,013 | $49,915-37.9% | $154,803-80.0% | $74,304-58.3% |
| Participation rate | 28.2% | 54.0%-25.8pp | 78.1%-49.9pp | 60.3%-32.2pp |
| Annual return | 120.62% | 34.06%+86.6pp | 58.88%+61.7pp | 29.43%+91.2pp |
| Employer contribution / active EE | $468 | $1,611-70.9% | $4,305-89.1% | $2,241-79.1% |
| Participant deferral / active EE | $706 | $2,255-68.7% | $5,540-87.3% | $3,767-81.3% |
| Admin fee / account holder | $8,194 | $2,189+274.3% | $14,329-42.8% | $2,969+176.0% |