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 | $27,864 | $77,899-64.2% | $149,673-81.4% | $75,163-62.9% |
| Participation rate | 50.6% | 65.6%-15.0pp | 78.8%-28.2pp | 67.2%-16.6pp |
| Annual return | 19.67% | 31.72%-12.0pp | 134.42%-114.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $830 | $3,137-73.5% | $4,818-82.8% | $2,670-68.9% |
| Participant deferral / active EE | $2,618 | $3,411-23.2% | $5,680-53.9% | $4,125-36.5% |
| Admin fee / account holder | $1,680 | $5,956-71.8% | $13,210-87.3% | $5,651-70.3% |