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 5-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 | $11,139 | $77,899-85.7% | $149,673-92.6% | $75,163-85.2% |
| Participation rate | 53.9% | 65.6%-11.6pp | 78.8%-24.8pp | 67.2%-13.3pp |
| Annual return | 36.64% | 31.72%+4.9pp | 134.42%-97.8pp | 160.62%-124.0pp |
| Employer contribution / active EE | $859 | $3,137-72.6% | $4,818-82.2% | $2,670-67.8% |
| Participant deferral / active EE | $1,774 | $3,411-48.0% | $5,680-68.8% | $4,125-57.0% |
| Admin fee / account holder | $860 | $5,956-85.6% | $13,210-93.5% | $5,651-84.8% |