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 7-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 | $14,449 | $31,679-54.4% | $74,701-80.7% | $65,185-77.8% |
| Participation rate | 36.9% | 40.4%-3.4pp | 54.5%-17.5pp | 70.2%-33.3pp |
| Annual return | 30.40% | 39.04%-8.6pp | 752.92%-722.5pp | 29.38%+1.0pp |
| Employer contribution / active EE | $545 | $566-3.8% | $1,084-49.7% | $2,177-75.0% |
| Participant deferral / active EE | $1,230 | $1,191+3.3% | $1,964-37.4% | $3,514-65.0% |
| Admin fee / account holder | $639 | $379+68.7% | $3,333-80.8% | $847-24.6% |