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 | $13,363 | $29,660-54.9% | $56,411-76.3% | $80,856-83.5% |
| Participation rate | 9.4% | 41.6%-32.2pp | 52.5%-43.0pp | 67.6%-58.2pp |
| Annual return | 10.59% | 35.23%-24.6pp | 1701.33%-1690.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $101 | $669-84.9% | $1,039-90.3% | $2,755-96.3% |
| Participant deferral / active EE | $487 | $1,226-60.3% | $1,952-75.0% | $4,296-88.7% |
| Admin fee / account holder | $2,050 | $2,428-15.6% | $2,829-27.5% | $6,918-70.4% |