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 6-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 | $75,465 | $127,065-40.6% | $113,168-33.3% | $142,382-47.0% |
| Participation rate | 44.4% | 79.2%-34.8pp | 76.6%-32.1pp | 80.1%-35.7pp |
| Annual return | 28.23% | 24.03%+4.2pp | 24.27%+4.0pp | 217.08%-188.8pp |
| Employer contribution / active EE | $1,071 | $3,442-68.9% | $2,975-64.0% | $4,299-75.1% |
| Participant deferral / active EE | $3,289 | $5,716-42.5% | $5,107-35.6% | $6,507-49.5% |
| Admin fee / account holder | $466 | $15,736-97.0% | $12,068-96.1% | $12,624-96.3% |