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 6-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 | $36,216 | $80,968-55.3% | $96,544-62.5% | $75,163-51.8% |
| Participation rate | 63.4% | 71.8%-8.4pp | 76.0%-12.5pp | 67.2%-3.8pp |
| Annual return | 21.13% | 27.06%-5.9pp | 25.84%-4.7pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,539 | $2,282-32.5% | $2,965-48.1% | $2,670-42.3% |
| Participant deferral / active EE | $3,527 | $3,928-10.2% | $4,851-27.3% | $4,125-14.5% |
| Admin fee / account holder | $528 | $6,724-92.1% | $8,252-93.6% | $5,651-90.7% |