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 | $44,199 | $30,400+45.4% | $53,898-18.0% | $84,808-47.9% |
| Participation rate | 27.3% | 46.4%-19.2pp | 55.0%-27.7pp | 68.3%-41.0pp |
| Annual return | 16.37% | 500.19%-483.8pp | 528.60%-512.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $580 | $603-3.8% | $932-37.8% | $2,631-78.0% |
| Participant deferral / active EE | $1,617 | $1,199+34.9% | $1,826-11.4% | $4,212-61.6% |
| Admin fee / account holder | $2,429 | $1,993+21.8% | $2,491-2.5% | $7,344-66.9% |