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 4-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 | $9,610 | $30,400-68.4% | $53,898-82.2% | $84,808-88.7% |
| Participation rate | 43.5% | 46.4%-3.0pp | 55.0%-11.5pp | 68.3%-24.8pp |
| Annual return | 21.45% | 500.19%-478.7pp | 528.60%-507.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $187 | $603-69.0% | $932-80.0% | $2,631-92.9% |
| Participant deferral / active EE | $1,042 | $1,199-13.1% | $1,826-42.9% | $4,212-75.3% |
| Admin fee / account holder | $319 | $1,993-84.0% | $2,491-87.2% | $7,344-95.7% |