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 | $25,270 | $74,927-66.3% | $101,794-75.2% | $84,808-70.2% |
| Participation rate | 25.9% | 61.4%-35.5pp | 69.2%-43.3pp | 68.3%-42.4pp |
| Annual return | 18.33% | 18.70%-0.4pp | 30.53%-12.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,036 | $1,522-31.9% | $2,289-54.8% | $2,631-60.6% |
| Participant deferral / active EE | $1,979 | $3,099-36.1% | $4,084-51.5% | $4,212-53.0% |
| Admin fee / account holder | $3,061 | $6,514-53.0% | $8,777-65.1% | $7,344-58.3% |