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 10-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 | $29,015 | $106,515-72.8% | $96,683-70.0% | $139,434-79.2% |
| Participation rate | 59.1% | 77.8%-18.7pp | 74.3%-15.3pp | 80.3%-21.2pp |
| Annual return | 18.42% | 38.43%-20.0pp | 35.69%-17.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,754 | $4,103-57.3% | $3,737-53.1% | $4,751-63.1% |
| Participant deferral / active EE | $2,956 | $5,454-45.8% | $4,878-39.4% | $6,710-55.9% |
| Admin fee / account holder | $3,389 | $7,877-57.0% | $6,730-49.6% | $11,403-70.3% |