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 3-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 | $106,394 | $68,719+54.8% | $91,541+16.2% | $84,808+25.5% |
| Participation rate | 22.0% | 64.5%-42.6pp | 69.8%-47.8pp | 68.3%-46.4pp |
| Annual return | 15.13% | 19.12%-4.0pp | 20.50%-5.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $543 | $1,920-71.7% | $2,505-78.3% | $2,631-79.4% |
| Participant deferral / active EE | $1,561 | $3,136-50.2% | $4,008-61.1% | $4,212-62.9% |
| Admin fee / account holder | $1,381 | $5,786-76.1% | $6,956-80.1% | $7,344-81.2% |