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 | $28,284 | $97,757-71.1% | $83,848-66.3% | $135,375-79.1% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -5.88% | 1287.37%-1293.2pp | 850.88%-856.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,421 | $4,222-66.3% | $3,631-60.9% | $4,779-70.3% |
| Participant deferral / active EE | $1,513 | $4,682-67.7% | $4,082-62.9% | $5,609-73.0% |
| Admin fee / account holder | $1,193 | $6,674-82.1% | $5,478-78.2% | $10,827-89.0% |