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 6-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 | $21,954 | $96,635-77.3% | $86,612-74.7% | $139,434-84.3% |
| Participation rate | 52.6% | 74.4%-21.8pp | 71.7%-19.1pp | 80.3%-27.7pp |
| Annual return | 18.94% | 106.41%-87.5pp | 591.07%-572.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,409 | $3,263-56.8% | $3,022-53.4% | $4,751-70.3% |
| Participant deferral / active EE | $2,879 | $4,836-40.5% | $4,438-35.1% | $6,710-57.1% |
| Admin fee / account holder | $468 | $6,408-92.7% | $5,614-91.7% | $11,403-95.9% |