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 | $54,204 | $183,519-70.5% | $155,509-65.1% | $145,922-62.9% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.0pp | 80.3%-34.1pp |
| Annual return | 18.69% | 61.17%-42.5pp | 64.67%-46.0pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,562 | $5,313-70.6% | $4,672-66.6% | $4,660-66.5% |
| Participant deferral / active EE | $4,486 | $6,462-30.6% | $5,626-20.3% | $6,688-32.9% |
| Admin fee / account holder | $780 | $19,313-96.0% | $15,912-95.1% | $13,397-94.2% |