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 | $23,603 | $75,183-68.6% | $123,892-80.9% | $55,167-57.2% |
| Participation rate | 58.3% | 72.8%-14.6pp | 81.4%-23.2pp | 69.0%-10.7pp |
| Annual return | 61.65% | 19.01%+42.6pp | 47.52%+14.1pp | 169.23%-107.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,574 | $5,084+29.3% | $5,984+9.8% | $3,054+115.2% |
| Admin fee / account holder | $862 | $663+30.1% | $8,357-89.7% | $504+71.0% |