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 3-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 | $37,221 | $117,841-68.4% | $102,423-63.7% | $145,922-74.5% |
| Participation rate | 46.2% | 78.6%-32.4pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | 17.41% | 31.65%-14.2pp | 29.32%-11.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $10,577 | $5,731+84.6% | $5,053+109.3% | $6,688+58.2% |
| Admin fee / account holder | $4,588 | $13,326-65.6% | $9,451-51.5% | $13,397-65.8% |