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 6-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 | $19,298 | $109,817-82.4% | $98,442-80.4% | $167,490-88.5% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.2pp |
| Annual return | 19.18% | 1956.69%-1937.5pp | 1492.73%-1473.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $1,144 | $3,224-64.5% | $2,960-61.3% | $4,837-76.3% |
| Participant deferral / active EE | $1,815 | $4,673-61.2% | $4,276-57.6% | $6,341-71.4% |
| Admin fee / account holder | $459 | $6,753-93.2% | $5,949-92.3% | $12,309-96.3% |