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 7-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 | $5,959 | $27,915-78.7% | $58,482-89.8% | $75,163-92.1% |
| Participation rate | 30.5% | 38.8%-8.3pp | 50.9%-20.3pp | 67.2%-36.7pp |
| Annual return | 24.30% | 44.20%-19.9pp | 4239.32%-4215.0pp | 160.62%-136.3pp |
| Employer contribution / active EE | $522 | $669-21.9% | $1,053-50.4% | $2,670-80.4% |
| Participant deferral / active EE | $576 | $1,201-52.1% | $1,924-70.1% | $4,125-86.0% |
| Admin fee / account holder | $317 | $1,726-81.6% | $2,516-87.4% | $5,651-94.4% |