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 | $18,235 | $54,705-66.7% | $71,209-74.4% | $84,808-78.5% |
| Participation rate | 57.1% | 64.1%-6.9pp | 73.8%-16.6pp | 68.3%-11.2pp |
| Annual return | 18.31% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,069 | $2,158-50.5% | $2,721-60.7% | $2,631-59.4% |
| Participant deferral / active EE | $2,135 | $3,030-29.6% | $4,175-48.9% | $4,212-49.3% |
| Admin fee / account holder | $1,674 | $4,863-65.6% | $5,349-68.7% | $7,344-77.2% |