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 5-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 | $27,296 | $111,754-75.6% | $103,333-73.6% | $145,922-81.3% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 14.92% | 24.77%-9.8pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,996 | $4,212-52.6% | $3,868-48.4% | $4,660-57.2% |
| Participant deferral / active EE | $2,926 | $5,619-47.9% | $5,057-42.2% | $6,688-56.3% |
| Admin fee / account holder | $1,524 | $9,750-84.4% | $8,355-81.8% | $13,397-88.6% |