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 | $74,840 | $74,927-0.1% | $101,794-26.5% | $84,808-11.8% |
| Participation rate | 29.6% | 61.4%-31.8pp | 69.2%-39.6pp | 68.3%-38.7pp |
| Annual return | 87.35% | 18.70%+68.7pp | 30.53%+56.8pp | 40.90%+46.5pp |
| Employer contribution / active EE | $816 | $1,522-46.4% | $2,289-64.4% | $2,631-69.0% |
| Participant deferral / active EE | $5,176 | $3,099+67.0% | $4,084+26.7% | $4,212+22.9% |
| Admin fee / account holder | $14,555 | $6,514+123.4% | $8,777+65.8% | $7,344+98.2% |