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 6-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 | $16,556 | $27,839-40.5% | $58,482-71.7% | $71,457-76.8% |
| Participation rate | 11.9% | 34.5%-22.7pp | 50.9%-39.0pp | 67.9%-56.0pp |
| Annual return | 23.06% | 26.81%-3.7pp | 4239.32%-4216.3pp | 28.85%-5.8pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $606 | $1,206-49.8% | $1,924-68.5% | $4,289-85.9% |
| Admin fee / account holder | $662 | $1,641-59.7% | $2,516-73.7% | $1,587-58.3% |