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 6-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 | $15,936 | $61,272-74.0% | $149,673-89.4% | $71,457-77.7% |
| Participation rate | 33.0% | 62.5%-29.5pp | 78.8%-45.8pp | 67.9%-34.9pp |
| Annual return | 31.09% | 35.85%-4.8pp | 134.42%-103.3pp | 28.85%+2.2pp |
| Employer contribution / active EE | $872 | $2,378-63.3% | $4,818-81.9% | $2,588-66.3% |
| Participant deferral / active EE | $1,477 | $2,917-49.4% | $5,680-74.0% | $4,289-65.6% |
| Admin fee / account holder | $581 | $1,261-53.9% | $13,210-95.6% | $1,587-63.4% |