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 | $21,356 | $49,922-57.2% | $80,569-73.5% | $75,163-71.6% |
| Participation rate | 64.3% | 55.3%+9.0pp | 67.0%-2.7pp | 67.2%-2.9pp |
| Annual return | 14.89% | 34.69%-19.8pp | 935.43%-920.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,100 | $1,698-35.2% | $2,723-59.6% | $2,670-58.8% |
| Participant deferral / active EE | $1,923 | $2,990-35.7% | $4,447-56.8% | $4,125-53.4% |
| Admin fee / account holder | $2,701 | $3,577-24.5% | $5,377-49.8% | $5,651-52.2% |