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 | $32,335 | $48,046-32.7% | $84,611-61.8% | $72,985-55.7% |
| Participation rate | 64.7% | 57.6%+7.1pp | 68.2%-3.5pp | 69.5%-4.8pp |
| Annual return | 27.19% | 37.38%-10.2pp | 258.74%-231.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,434 | $2,680+140.0% | $3,899+65.0% | $3,607+78.3% |
| Admin fee / account holder | $3,512 | $3,395+3.5% | $4,912-28.5% | $5,124-31.5% |