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 | $2,467 | $22,587-89.1% | $65,255-96.2% | $75,163-96.7% |
| Participation rate | 67.2% | 63.1%+4.1pp | 65.0%+2.3pp | 67.2%0pp |
| Annual return | 625.67% | 71.03%+554.6pp | 47.35%+578.3pp | 160.62%+465.1pp |
| Employer contribution / active EE | $471 | $941-49.9% | $1,691-72.1% | $2,670-82.4% |
| Participant deferral / active EE | $1,083 | $1,695-36.1% | $2,831-61.8% | $4,125-73.8% |
| Admin fee / account holder | $433 | $1,876-76.9% | $4,112-89.5% | $5,651-92.3% |