Filings through .
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 | $27,037 | $29,660-8.8% | $56,411-52.1% | $80,856-66.6% |
| Participation rate | 13.8% | 41.6%-27.9pp | 52.5%-38.7pp | 67.6%-53.8pp |
| Annual return | 17.13% | 35.23%-18.1pp | 1701.33%-1684.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $311 | $669-53.5% | $1,039-70.1% | $2,755-88.7% |
| Participant deferral / active EE | $1,370 | $1,226+11.8% | $1,952-29.8% | $4,296-68.1% |
| Admin fee / account holder | $310 | $2,428-87.2% | $2,829-89.0% | $6,918-95.5% |