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 9-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 | $36,783 | $95,803-61.6% | $113,168-67.5% | $84,808-56.6% |
| Participation rate | 53.2% | 72.9%-19.7pp | 76.6%-23.4pp | 68.3%-15.1pp |
| Annual return | 19.87% | 25.00%-5.1pp | 24.27%-4.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,045 | $2,360-55.7% | $2,975-64.9% | $2,631-60.3% |
| Participant deferral / active EE | $5,595 | $4,242+31.9% | $5,107+9.6% | $4,212+32.9% |
| Admin fee / account holder | $3,721 | $8,989-58.6% | $12,068-69.2% | $7,344-49.3% |