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 9-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 | $40,016 | $27,915+43.3% | $58,482-31.6% | $75,163-46.8% |
| Participation rate | 42.3% | 38.8%+3.5pp | 50.9%-8.5pp | 67.2%-24.9pp |
| Annual return | 25.62% | 44.20%-18.6pp | 4239.32%-4213.7pp | 160.62%-135.0pp |
| Employer contribution / active EE | $746 | $669+11.5% | $1,053-29.2% | $2,670-72.1% |
| Participant deferral / active EE | $3,011 | $1,201+150.6% | $1,924+56.5% | $4,125-27.0% |
| Admin fee / account holder | $649 | $1,726-62.4% | $2,516-74.2% | $5,651-88.5% |