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 | $27,057 | $78,926-65.7% | $136,749-80.2% | $84,808-68.1% |
| Participation rate | 57.6% | 62.2%-4.6pp | 72.1%-14.6pp | 68.3%-10.7pp |
| Annual return | 23.00% | 18.17%+4.8pp | 24.33%-1.3pp | 40.90%-17.9pp |
| Employer contribution / active EE | $2,089 | $2,134-2.1% | $3,400-38.6% | $2,631-20.6% |
| Participant deferral / active EE | $2,918 | $3,168-7.9% | $4,692-37.8% | $4,212-30.7% |
| Admin fee / account holder | $348 | $6,369-94.5% | $11,386-96.9% | $7,344-95.3% |