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 5-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 | $10,919 | $58,208-81.2% | $81,812-86.7% | $80,856-86.5% |
| Participation rate | 38.1% | 63.4%-25.3pp | 72.3%-34.2pp | 67.6%-29.5pp |
| Annual return | 12.05% | 41.66%-29.6pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $772 | $2,340-67.0% | $2,912-73.5% | $2,755-72.0% |
| Participant deferral / active EE | $961 | $3,281-70.7% | $4,319-77.8% | $4,296-77.6% |
| Admin fee / account holder | $1,144 | $4,981-77.0% | $7,386-84.5% | $6,918-83.5% |