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 | $52,438 | $70,428-25.5% | $96,562-45.7% | $85,850-38.9% |
| Participation rate | 28.6% | 61.8%-33.2pp | 69.8%-41.2pp | 69.3%-40.7pp |
| Annual return | 18.39% | 18.59%-0.2pp | 37.78%-19.4pp | 318.53%-300.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,888 | $2,894-34.7% | $3,849-50.9% | $3,952-52.2% |
| Admin fee / account holder | $1,160 | $4,997-76.8% | $6,181-81.2% | $6,260-81.5% |