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 | $41,384 | $59,417-30.3% | $93,606-55.8% | $74,495-44.4% |
| Participation rate | 31.6% | 59.7%-28.1pp | 68.7%-37.1pp | 67.2%-35.6pp |
| Annual return | 11.10% | 81.83%-70.7pp | 133.20%-122.1pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $366 | $1,264-71.1% | $2,420-84.9% | $2,623-86.1% |
| Participant deferral / active EE | $1,633 | $3,050-46.5% | $4,411-63.0% | $4,346-62.4% |
| Admin fee / account holder | $5,720 | $3,021+89.3% | $8,285-31.0% | $1,942+194.6% |