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 | $25,152 | $30,400-17.3% | $53,898-53.3% | $84,808-70.3% |
| Participation rate | 23.3% | 46.4%-23.1pp | 55.0%-31.6pp | 68.3%-45.0pp |
| Annual return | 20.80% | 500.19%-479.4pp | 528.60%-507.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $187 | $603-68.9% | $932-79.9% | $2,631-92.9% |
| Participant deferral / active EE | $1,566 | $1,199+30.6% | $1,826-14.3% | $4,212-62.8% |
| Admin fee / account holder | $881 | $1,993-55.8% | $2,491-64.6% | $7,344-88.0% |