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 7-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 | $34,803 | $49,922-30.3% | $80,569-56.8% | $75,163-53.7% |
| Participation rate | 29.8% | 55.3%-25.5pp | 67.0%-37.2pp | 67.2%-37.4pp |
| Annual return | 33.09% | 34.69%-1.6pp | 935.43%-902.3pp | 160.62%-127.5pp |
| Employer contribution / active EE | $801 | $1,698-52.8% | $2,723-70.6% | $2,670-70.0% |
| Participant deferral / active EE | $2,039 | $2,990-31.8% | $4,447-54.2% | $4,125-50.6% |
| Admin fee / account holder | $732 | $3,577-79.5% | $5,377-86.4% | $5,651-87.0% |