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 | $20,132 | $74,888-73.1% | $71,209-71.7% | $142,382-85.9% |
| Participation rate | 52.4% | 76.2%-23.8pp | 73.8%-21.4pp | 80.1%-27.7pp |
| Annual return | 16.95% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,258 | $2,854-55.9% | $2,721-53.8% | $4,299-70.7% |
| Participant deferral / active EE | $5,134 | $4,454+15.3% | $4,175+23.0% | $6,507-21.1% |
| Admin fee / account holder | $863 | $5,568-84.5% | $5,349-83.9% | $12,624-93.2% |