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 | $58,100 | $62,327-6.8% | $120,354-51.7% | $74,495-22.0% |
| Participation rate | 30.9% | 56.8%-25.9pp | 71.9%-41.0pp | 67.2%-36.3pp |
| Annual return | 12.16% | 18.61%-6.4pp | 107.15%-95.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $3,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,710 | $2,893-40.9% | $4,991-65.7% | $4,346-60.6% |
| Admin fee / account holder | $23,082 | $2,396+863.4% | $9,423+145.0% | $1,942+1088.7% |