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 | $23,746 | $110,502-78.5% | $80,716-70.6% | $167,490-85.8% |
| Participation rate | 52.2% | 64.0%-11.8pp | 54.2%-2.0pp | 82.1%-29.9pp |
| Annual return | 25.73% | 120.54%-94.8pp | 87.28%-61.5pp | 478.56%-452.8pp |
| Employer contribution / active EE | $1,166 | $1,543-24.4% | $1,160+0.5% | $4,837-75.9% |
| Participant deferral / active EE | $3,028 | $2,871+5.5% | $2,146+41.1% | $6,341-52.2% |
| Admin fee / account holder | $2,907 | $4,545-36.0% | $3,380-14.0% | $12,309-76.4% |