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 | $36,091 | $127,065-71.6% | $113,168-68.1% | $142,382-74.7% |
| Participation rate | 53.3% | 79.2%-25.9pp | 76.6%-23.2pp | 80.1%-26.8pp |
| Annual return | 19.40% | 24.03%-4.6pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,060 | $3,442-69.2% | $2,975-64.4% | $4,299-75.3% |
| Participant deferral / active EE | $3,260 | $5,716-43.0% | $5,107-36.2% | $6,507-49.9% |
| Admin fee / account holder | $1,843 | $15,736-88.3% | $12,068-84.7% | $12,624-85.4% |