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 8-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 | $46,620 | $54,705-14.8% | $71,209-34.5% | $84,808-45.0% |
| Participation rate | 37.0% | 64.1%-27.0pp | 73.8%-36.7pp | 68.3%-31.3pp |
| Annual return | 19.99% | 35.90%-15.9pp | 282.51%-262.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $744 | $2,158-65.5% | $2,721-72.6% | $2,631-71.7% |
| Participant deferral / active EE | $3,312 | $3,030+9.3% | $4,175-20.7% | $4,212-21.4% |
| Admin fee / account holder | $905 | $4,863-81.4% | $5,349-83.1% | $7,344-87.7% |