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 | $28,360 | $157,256-82.0% | $141,162-79.9% | $152,861-81.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 20.36% | 64.32%-44.0pp | 71.39%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,131 | $5,261-78.5% | $4,735-76.1% | $4,762-76.3% |
| Participant deferral / active EE | $2,952 | $7,109-58.5% | $6,709-56.0% | $5,850-49.5% |
| Admin fee / account holder | $1,841 | $12,120-84.8% | $10,261-82.1% | $11,596-84.1% |