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 | $32,802 | $98,750-66.8% | $149,696-78.1% | $79,858-58.9% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.5%-26.9pp | 69.6%-14.1pp |
| Annual return | 26.92% | 27.43%-0.5pp | 276.60%-249.7pp | 31.71%-4.8pp |
| Employer contribution / active EE | $1,366 | $3,216-57.5% | $4,644-70.6% | $2,471-44.7% |
| Participant deferral / active EE | $3,131 | $5,680-44.9% | $6,842-54.2% | $3,740-16.3% |
| Admin fee / account holder | $466 | $6,053-92.3% | $9,309-95.0% | $5,306-91.2% |