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 8-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 | $17,098 | $96,635-82.3% | $86,612-80.3% | $139,434-87.7% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 17.47% | 106.41%-88.9pp | 591.07%-573.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,642 | $3,263-49.7% | $3,022-45.7% | $4,751-65.4% |
| Participant deferral / active EE | $3,773 | $4,836-22.0% | $4,438-15.0% | $6,710-43.8% |
| Admin fee / account holder | $1,447 | $6,408-77.4% | $5,614-74.2% | $11,403-87.3% |