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 | $22,472 | $65,395-65.6% | $182,532-87.7% | $72,985-69.2% |
| Participation rate | 62.1% | 65.4%-3.4pp | 78.0%-15.9pp | 69.5%-7.4pp |
| Annual return | 53.88% | 27.68%+26.2pp | 148.54%-94.7pp | 81.00%-27.1pp |
| Employer contribution / active EE | $1,065 | $1,911-44.3% | $4,076-73.9% | $2,440-56.4% |
| Participant deferral / active EE | $3,956 | $3,563+11.0% | $5,524-28.4% | $3,607+9.7% |
| Admin fee / account holder | $5,832 | $4,245+37.4% | $8,592-32.1% | $5,124+13.8% |