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 | $39,548 | $112,881-65.0% | $90,951-56.5% | $158,922-75.1% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 13.22% | 215.79%-202.6pp | 134.60%-121.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $430 | $2,893-85.1% | $2,122-79.7% | $4,761-91.0% |
| Participant deferral / active EE | $2,141 | $4,128-48.1% | $3,373-36.5% | $5,982-64.2% |
| Admin fee / account holder | $3,532 | $8,041-56.1% | $5,959-40.7% | $11,246-68.6% |