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 | $8,528 | $156,846-94.6% | $121,098-93.0% | $139,434-93.9% |
| Participation rate | 52.9% | 76.4%-23.5pp | 69.5%-16.5pp | 80.3%-27.4pp |
| Annual return | 22.21% | 1474.56%-1452.3pp | 985.75%-963.5pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,354 | $5,536-75.5% | $4,164-67.5% | $4,751-71.5% |
| Participant deferral / active EE | $2,315 | $4,844-52.2% | $4,080-43.3% | $6,710-65.5% |
| Admin fee / account holder | $1,987 | $6,946-71.4% | $5,644-64.8% | $11,403-82.6% |