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 9-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 | $42,597 | $56,053-24.0% | $75,972-43.9% | $80,856-47.3% |
| Participation rate | 32.6% | 62.0%-29.4pp | 69.1%-36.4pp | 67.6%-35.0pp |
| Annual return | 14.94% | 20.53%-5.6pp | 359.55%-344.6pp | 35.59%-20.7pp |
| Employer contribution / active EE | $694 | $1,874-63.0% | $2,685-74.2% | $2,755-74.8% |
| Participant deferral / active EE | $1,896 | $3,052-37.9% | $4,255-55.4% | $4,296-55.9% |
| Admin fee / account holder | $4,459 | $5,234-14.8% | $6,467-31.0% | $6,918-35.5% |