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 | $53,662 | $85,202-37.0% | $172,739-68.9% | $72,985-26.5% |
| Participation rate | 42.9% | 70.1%-27.2pp | 82.6%-39.8pp | 69.5%-26.6pp |
| Annual return | 20.12% | 27.32%-7.2pp | 802.84%-782.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,372 | $3,324-58.7% | $5,143-73.3% | $2,440-43.8% |
| Participant deferral / active EE | $1,608 | $3,260-50.7% | $5,198-69.1% | $3,607-55.4% |
| Admin fee / account holder | $3,736 | $5,884-36.5% | $13,954-73.2% | $5,124-27.1% |