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 4-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 | $56,963 | $29,660+92.1% | $56,411+1.0% | $80,856-29.6% |
| Participation rate | 20.4% | 41.6%-21.3pp | 52.5%-32.1pp | 67.6%-47.3pp |
| Annual return | 13.22% | 35.23%-22.0pp | 1701.33%-1688.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,423 | $669+112.7% | $1,039+37.0% | $2,755-48.3% |
| Participant deferral / active EE | $1,919 | $1,226+56.6% | $1,952-1.7% | $4,296-55.3% |
| Admin fee / account holder | $581 | $2,428-76.1% | $2,829-79.5% | $6,918-91.6% |