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 10-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 | $40,779 | $31,310+30.2% | $53,898-24.3% | $74,304-45.1% |
| Participation rate | 43.8% | 30.7%+13.1pp | 55.0%-11.2pp | 60.3%-16.6pp |
| Annual return | 23.01% | 23.16%-0.1pp | 528.60%-505.6pp | 29.43%-6.4pp |
| Employer contribution / active EE | $1,394 | $450+209.9% | $932+49.6% | $2,241-37.8% |
| Participant deferral / active EE | $1,974 | $934+111.3% | $1,826+8.1% | $3,767-47.6% |
| Admin fee / account holder | $2,579 | $2,175+18.5% | $2,491+3.5% | $2,969-13.1% |