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 | $14,590 | $111,724-86.9% | $93,606-84.4% | $145,922-90.0% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.0pp |
| Annual return | 103.22% | 202.98%-99.8pp | 133.20%-30.0pp | 561.29%-458.1pp |
| Employer contribution / active EE | $2,710 | $3,090-12.3% | $2,420+12.0% | $4,660-41.9% |
| Participant deferral / active EE | $5,977 | $4,912+21.7% | $4,411+35.5% | $6,688-10.6% |
| Admin fee / account holder | $424 | $10,250-95.9% | $8,285-94.9% | $13,397-96.8% |