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 | $21,066 | $50,175-58.0% | $99,443-78.8% | $65,185-67.7% |
| Participation rate | 38.6% | 68.4%-29.8pp | 73.8%-35.2pp | 70.2%-31.6pp |
| Annual return | 51.89% | 25.36%+26.5pp | 30.72%+21.2pp | 29.38%+22.5pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,516 | $2,748+64.4% | $3,619+24.8% | $3,514+28.5% |
| Admin fee / account holder | $849 | $398+113.6% | $6,250-86.4% | $847+0.2% |