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 | $41,613 | $81,625-49.0% | $58,482-28.8% | $139,434-70.2% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 22.21% | 7404.20%-7382.0pp | 4239.32%-4217.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $512 | $1,398-63.4% | $1,053-51.4% | $4,751-89.2% |
| Participant deferral / active EE | $4,129 | $2,557+61.5% | $1,924+114.6% | $6,710-38.5% |
| Admin fee / account holder | $341 | $3,265-89.6% | $2,516-86.5% | $11,403-97.0% |