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 | $61,006 | $127,264-52.1% | $109,895-44.5% | $167,490-63.6% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.2%-10.6pp | 82.1%-18.5pp |
| Annual return | 13.89% | 22.97%-9.1pp | 29.45%-15.6pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,230 | $3,322-63.0% | $2,842-56.7% | $4,837-74.6% |
| Participant deferral / active EE | $2,566 | $4,514-43.2% | $4,048-36.6% | $6,341-59.5% |
| Admin fee / account holder | $3,941 | $7,114-44.6% | $6,066-35.0% | $12,309-68.0% |