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 | $39,685 | $85,766-53.7% | $136,294-70.9% | $70,131-43.4% |
| Participation rate | 66.0% | 74.2%-8.2pp | 81.9%-15.9pp | 69.5%-3.5pp |
| Annual return | 44.24% | 31.45%+12.8pp | 5155.94%-5111.7pp | 73.14%-28.9pp |
| Employer contribution / active EE | $707 | $2,966-76.2% | $4,695-84.9% | $2,342-69.8% |
| Participant deferral / active EE | $9,118 | $5,051+80.5% | $6,247+46.0% | $3,332+173.7% |
| Admin fee / account holder | $394 | $5,420-92.7% | $9,243-95.7% | $4,645-91.5% |