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 | $25,146 | $27,915-9.9% | $58,482-57.0% | $75,163-66.5% |
| Participation rate | 54.5% | 38.8%+15.7pp | 50.9%+3.7pp | 67.2%-12.6pp |
| Annual return | 15.76% | 44.20%-28.4pp | 4239.32%-4223.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,207 | $669+80.3% | $1,053+14.5% | $2,670-54.8% |
| Participant deferral / active EE | $3,168 | $1,201+163.7% | $1,924+64.7% | $4,125-23.2% |
| Admin fee / account holder | $2,889 | $1,726+67.4% | $2,516+14.8% | $5,651-48.9% |