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 | $6,982 | $158,398-95.6% | $126,539-94.5% | $142,382-95.1% |
| Participation rate | 26.3% | 75.8%-49.5pp | 69.8%-43.5pp | 80.1%-53.8pp |
| Annual return | 19.37% | 593.76%-574.4pp | 425.95%-406.6pp | 217.08%-197.7pp |
| Employer contribution / active EE | $290 | $4,650-93.8% | $3,674-92.1% | $4,299-93.3% |
| Participant deferral / active EE | $573 | $4,767-88.0% | $4,083-86.0% | $6,507-91.2% |
| Admin fee / account holder | $1,512 | $6,918-78.1% | $6,065-75.1% | $12,624-88.0% |