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 | $8,248 | $70,606-88.3% | $53,898-84.7% | $142,382-94.2% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 9.49% | 619.81%-610.3pp | 528.60%-519.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,317 | $1,202+92.8% | $932+148.6% | $4,299-46.1% |
| Participant deferral / active EE | $3,092 | $2,364+30.8% | $1,826+69.3% | $6,507-52.5% |
| Admin fee / account holder | $8,621 | $2,852+202.3% | $2,491+246.1% | $12,624-31.7% |