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 4-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 | $36,186 | $77,314-53.2% | $177,989-79.7% | $80,856-55.2% |
| Participation rate | 41.9% | 65.7%-23.8pp | 77.1%-35.1pp | 67.6%-25.7pp |
| Annual return | 11.92% | 18.09%-6.2pp | 294.48%-282.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,127 | $2,292-50.8% | $3,949-71.5% | $2,755-59.1% |
| Participant deferral / active EE | $4,120 | $4,411-6.6% | $6,276-34.3% | $4,296-4.1% |
| Admin fee / account holder | $651 | $7,191-90.9% | $10,363-93.7% | $6,918-90.6% |