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 | $24,347 | $123,909-80.4% | $69,647-65.0% | $145,922-83.3% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.5%-33.1pp | 80.3%-46.9pp |
| Annual return | 13.89% | 190.55%-176.7pp | 100.48%-86.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $882 | $2,682-67.1% | $1,712-48.5% | $4,660-81.1% |
| Participant deferral / active EE | $2,576 | $4,236-39.2% | $2,886-10.7% | $6,688-61.5% |
| Admin fee / account holder | $300 | $7,863-96.2% | $4,713-93.6% | $13,397-97.8% |