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 | $26,222 | $27,839-5.8% | $58,482-55.2% | $71,457-63.3% |
| Participation rate | 61.0% | 34.5%+26.4pp | 50.9%+10.1pp | 67.9%-7.0pp |
| Annual return | 17.19% | 26.81%-9.6pp | 4239.32%-4222.1pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,445 | $631+129.2% | $1,053+37.2% | $2,588-44.1% |
| Participant deferral / active EE | $2,357 | $1,206+95.4% | $1,924+22.5% | $4,289-45.0% |
| Admin fee / account holder | $2,250 | $1,641+37.1% | $2,516-10.6% | $1,587+41.7% |