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 8-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 | $19,992 | $84,696-76.4% | $75,696-73.6% | $167,490-88.1% |
| Participation rate | 23.5% | 77.8%-54.3pp | 74.8%-51.3pp | 82.1%-58.6pp |
| Annual return | 12.48% | 199.36%-186.9pp | 104.53%-92.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $876 | $3,230-72.9% | $2,743-68.1% | $4,837-81.9% |
| Participant deferral / active EE | $2,981 | $4,580-34.9% | $3,821-22.0% | $6,341-53.0% |
| Admin fee / account holder | $3,419 | $5,355-36.2% | $3,619-5.5% | $12,309-72.2% |