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 | $18,036 | $65,375-72.4% | - | $152,861-88.2% |
| Participation rate | 50.0% | 72.6%-22.6pp | - | 82.4%-32.4pp |
| Annual return | 15.59% | 27.96%-12.4pp | - | 345.32%-329.7pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $6,200 | $4,110+50.8% | - | $5,850+6.0% |
| Admin fee / account holder | $9,005 | $4,607+95.5% | - | $11,596-22.4% |