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 | $25,487 | $57,281-55.5% | $86,612-70.6% | $75,163-66.1% |
| Participation rate | 46.7% | 63.2%-16.5pp | 71.7%-25.0pp | 67.2%-20.5pp |
| Annual return | 19.00% | 2670.75%-2651.7pp | 591.07%-572.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,194 | $2,314-48.4% | $3,022-60.5% | $2,670-55.3% |
| Participant deferral / active EE | $2,676 | $3,318-19.4% | $4,438-39.7% | $4,125-35.1% |
| Admin fee / account holder | $704 | $4,112-82.9% | $5,614-87.5% | $5,651-87.5% |