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 | $21,886 | $22,587-3.1% | $65,255-66.5% | $75,163-70.9% |
| Participation rate | 56.3% | 63.1%-6.8pp | 65.0%-8.7pp | 67.2%-10.9pp |
| Annual return | 84.46% | 71.03%+13.4pp | 47.35%+37.1pp | 160.62%-76.2pp |
| Employer contribution / active EE | $1,176 | $941+25.1% | $1,691-30.5% | $2,670-55.9% |
| Participant deferral / active EE | $4,520 | $1,695+166.6% | $2,831+59.7% | $4,125+9.6% |
| Admin fee / account holder | $3,099 | $1,876+65.2% | $4,112-24.6% | $5,651-45.2% |