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 | $39,688 | $70,756-43.9% | $65,493-39.4% | $142,382-72.1% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 14.63% | 1754.89%-1740.3pp | 982.45%-967.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $827 | $2,881-71.3% | $2,574-67.9% | $4,299-80.8% |
| Participant deferral / active EE | $3,627 | $4,637-21.8% | $3,961-8.4% | $6,507-44.3% |
| Admin fee / account holder | $8,561 | $6,559+30.5% | $5,028+70.3% | $12,624-32.2% |