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 | $34,197 | $102,317-66.6% | $146,958-76.7% | $80,856-57.7% |
| Participation rate | 54.8% | 75.8%-21.1pp | 82.2%-27.4pp | 67.6%-12.9pp |
| Annual return | 14.69% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,784 | $3,713-52.0% | $4,933-63.8% | $2,755-35.3% |
| Participant deferral / active EE | $3,693 | $6,644-44.4% | $8,070-54.2% | $4,296-14.0% |
| Admin fee / account holder | $791 | $7,941-90.0% | $12,998-93.9% | $6,918-88.6% |