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 | $48,859 | $138,044-64.6% | $125,339-61.0% | $134,475-63.7% |
| Participation rate | 38.5% | 84.5%-46.0pp | 82.4%-43.9pp | 81.2%-42.8pp |
| Annual return | -16.83% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,346 | $5,243-74.3% | $4,814-72.0% | $4,740-71.6% |
| Participant deferral / active EE | $3,265 | $7,799-58.1% | $7,446-56.2% | $6,400-49.0% |
| Admin fee / account holder | $2,734 | $11,571-76.4% | $10,010-72.7% | $11,426-76.1% |