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 | $62,559 | $133,922-53.3% | $116,228-46.2% | $142,382-56.1% |
| Participation rate | 20.8% | 77.9%-57.0pp | 74.6%-53.7pp | 80.1%-59.3pp |
| Annual return | 25.73% | 147.76%-122.0pp | 90.06%-64.3pp | 217.08%-191.3pp |
| Employer contribution / active EE | $900 | $3,446-73.9% | $2,994-69.9% | $4,299-79.1% |
| Participant deferral / active EE | $2,781 | $5,672-51.0% | $4,953-43.8% | $6,507-57.3% |
| Admin fee / account holder | $374 | $14,945-97.5% | $11,989-96.9% | $12,624-97.0% |