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 5-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 | $11,210 | $22,587-50.4% | $65,255-82.8% | $75,163-85.1% |
| Participation rate | 33.3% | 63.1%-29.8pp | 65.0%-31.6pp | 67.2%-33.9pp |
| Annual return | 24.69% | 71.03%-46.3pp | 47.35%-22.7pp | 160.62%-135.9pp |
| Employer contribution / active EE | $305 | $941-67.6% | $1,691-82.0% | $2,670-88.6% |
| Participant deferral / active EE | $1,566 | $1,695-7.6% | $2,831-44.7% | $4,125-62.0% |
| Admin fee / account holder | $779 | $1,876-58.5% | $4,112-81.1% | $5,651-86.2% |