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 7-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 | $32,730 | $57,281-42.9% | $86,612-62.2% | $75,163-56.5% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 21.93% | 2670.75%-2648.8pp | 591.07%-569.1pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,177 | $2,314-49.1% | $3,022-61.1% | $2,670-55.9% |
| Participant deferral / active EE | $5,195 | $3,318+56.6% | $4,438+17.1% | $4,125+25.9% |
| Admin fee / account holder | $1,954 | $4,112-52.5% | $5,614-65.2% | $5,651-65.4% |