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 | $7,794 | $54,705-85.8% | $71,209-89.1% | $84,808-90.8% |
| Participation rate | 37.5% | 64.1%-26.6pp | 73.8%-36.3pp | 68.3%-30.8pp |
| Annual return | 23.84% | 35.90%-12.1pp | 282.51%-258.7pp | 40.90%-17.1pp |
| Employer contribution / active EE | $416 | $2,158-80.7% | $2,721-84.7% | $2,631-84.2% |
| Participant deferral / active EE | $1,174 | $3,030-61.3% | $4,175-71.9% | $4,212-72.1% |
| Admin fee / account holder | $1,109 | $4,863-77.2% | $5,349-79.3% | $7,344-84.9% |