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 | $8,502 | $29,660-71.3% | $56,411-84.9% | $80,856-89.5% |
| Participation rate | 17.1% | 41.6%-24.6pp | 52.5%-35.4pp | 67.6%-50.6pp |
| Annual return | 11.19% | 35.23%-24.0pp | 1701.33%-1690.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $617 | $1,226-49.7% | $1,952-68.4% | $4,296-85.6% |
| Admin fee / account holder | $699 | $2,428-71.2% | $2,829-75.3% | $6,918-89.9% |