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 4-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 | $24,999 | $95,561-73.8% | $77,163-67.6% | $139,434-82.1% |
| Participation rate | 37.5% | 73.9%-36.4pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 14.69% | 54.92%-40.2pp | 37.87%-23.2pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,740 | $3,147-44.7% | $2,535-31.4% | $4,751-63.4% |
| Participant deferral / active EE | $2,643 | $4,624-42.8% | $3,833-31.1% | $6,710-60.6% |
| Admin fee / account holder | $987 | $8,295-88.1% | $5,472-82.0% | $11,403-91.3% |