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 | $30,503 | $58,694-48.0% | $142,863-78.6% | $85,850-64.5% |
| Participation rate | 40.0% | 58.5%-18.5pp | 71.9%-31.9pp | 69.3%-29.3pp |
| Annual return | 13.06% | 27.72%-14.7pp | 5637.54%-5624.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $324 | $1,423-77.2% | $4,144-92.2% | $2,565-87.4% |
| Participant deferral / active EE | $1,420 | $2,607-45.5% | $3,837-63.0% | $3,952-64.1% |
| Admin fee / account holder | $5,317 | $4,239+25.4% | $6,560-19.0% | $6,260-15.1% |