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 3-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 | $19,354 | $111,724-82.7% | $93,606-79.3% | $145,922-86.7% |
| Participation rate | 52.6% | 74.2%-21.6pp | 68.7%-16.1pp | 80.3%-27.6pp |
| Annual return | 10.04% | 202.98%-192.9pp | 133.20%-123.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,133 | $3,090-63.3% | $2,420-53.2% | $4,660-75.7% |
| Participant deferral / active EE | $4,726 | $4,912-3.8% | $4,411+7.1% | $6,688-29.3% |
| Admin fee / account holder | $1,456 | $10,250-85.8% | $8,285-82.4% | $13,397-89.1% |