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 | $55,695 | $89,753-37.9% | $107,525-48.2% | $84,808-34.3% |
| Participation rate | 64.7% | 68.1%-3.4pp | 75.1%-10.4pp | 68.3%-3.6pp |
| Annual return | 20.64% | 29.48%-8.8pp | 181.32%-160.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,335 | $3,113-57.1% | $3,754-64.4% | $2,631-49.3% |
| Participant deferral / active EE | $1,731 | $4,056-57.3% | $5,116-66.2% | $4,212-58.9% |
| Admin fee / account holder | $707 | $7,222-90.2% | $8,919-92.1% | $7,344-90.4% |