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 | $37,867 | $118,680-68.1% | $98,907-61.7% | $158,922-76.2% |
| Participation rate | 64.7% | 77.8%-13.1pp | 76.0%-11.3pp | 82.0%-17.3pp |
| Annual return | 9.17% | 372.35%-363.2pp | 196.43%-187.3pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,066 | $3,333-68.0% | $2,689-60.4% | $4,761-77.6% |
| Participant deferral / active EE | $4,374 | $5,088-14.0% | $4,244+3.1% | $5,982-26.9% |
| Admin fee / account holder | $7,242 | $10,131-28.5% | $6,642+9.0% | $11,246-35.6% |