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 8-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 | $15,289 | $52,279-70.8% | $89,391-82.9% | $79,858-80.9% |
| Participation rate | 55.2% | 57.5%-2.4pp | 68.0%-12.8pp | 69.6%-14.5pp |
| Annual return | 20.06% | 22.16%-2.1pp | 245.62%-225.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,318 | $1,572-16.1% | $2,586-49.0% | $2,471-46.7% |
| Participant deferral / active EE | $2,638 | $2,740-3.7% | $3,890-32.2% | $3,740-29.5% |
| Admin fee / account holder | $2,921 | $3,356-13.0% | $4,881-40.2% | $5,306-45.0% |