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 4-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 | $39,557 | $183,519-78.4% | $155,509-74.6% | $145,922-72.9% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 16.13% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,631 | $5,313-69.3% | $4,672-65.1% | $4,660-65.0% |
| Participant deferral / active EE | $3,243 | $6,462-49.8% | $5,626-42.4% | $6,688-51.5% |
| Admin fee / account holder | $1,333 | $19,313-93.1% | $15,912-91.6% | $13,397-90.0% |