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 9-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 | $32,643 | $67,411-51.6% | $91,001-64.1% | $70,131-53.5% |
| Participation rate | 45.1% | 71.4%-26.3pp | 75.6%-30.5pp | 69.5%-24.4pp |
| Annual return | 21.51% | -40.16%+61.7pp | 4.60%+16.9pp | 73.14%-51.6pp |
| Employer contribution / active EE | $1,439 | $1,786-19.4% | $2,456-41.4% | $2,342-38.6% |
| Participant deferral / active EE | $2,797 | $2,823-0.9% | $3,547-21.2% | $3,332-16.1% |
| Admin fee / account holder | $2,526 | $4,236-40.4% | $5,417-53.4% | $4,645-45.6% |