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 | $38,400 | $63,346-39.4% | $92,233-58.4% | $70,131-45.2% |
| Participation rate | 69.0% | 68.7%+0.4pp | 76.5%-7.4pp | 69.5%-0.5pp |
| Annual return | 15.33% | 530.12%-514.8pp | 176.28%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,708 | $2,471-30.9% | $3,679-53.6% | $2,342-27.1% |
| Participant deferral / active EE | $3,210 | $2,854+12.5% | $3,897-17.6% | $3,332-3.7% |
| Admin fee / account holder | $2,134 | $3,840-44.4% | $5,194-58.9% | $4,645-54.1% |