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 5-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 | $28,706 | $49,922-42.5% | $80,569-64.4% | $75,163-61.8% |
| Participation rate | 21.7% | 55.3%-33.6pp | 67.0%-45.3pp | 67.2%-45.5pp |
| Annual return | 26.53% | 34.69%-8.2pp | 935.43%-908.9pp | 160.62%-134.1pp |
| Employer contribution / active EE | $1,267 | $1,698-25.4% | $2,723-53.5% | $2,670-52.6% |
| Participant deferral / active EE | $2,813 | $2,990-5.9% | $4,447-36.8% | $4,125-31.8% |
| Admin fee / account holder | $352 | $3,577-90.2% | $5,377-93.5% | $5,651-93.8% |