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 7-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 | $30,881 | $30,400+1.6% | $53,898-42.7% | $84,808-63.6% |
| Participation rate | 19.3% | 46.4%-27.1pp | 55.0%-35.6pp | 68.3%-49.0pp |
| Annual return | 21.17% | 500.19%-479.0pp | 528.60%-507.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $323 | $603-46.4% | $932-65.4% | $2,631-87.7% |
| Participant deferral / active EE | $659 | $1,199-45.0% | $1,826-63.9% | $4,212-84.3% |
| Admin fee / account holder | $1,055 | $1,993-47.1% | $2,491-57.7% | $7,344-85.6% |