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 5-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 | $19,598 | $60,022-67.3% | $88,946-78.0% | $84,808-76.9% |
| Participation rate | 66.7% | 57.8%+8.8pp | 68.8%-2.2pp | 68.3%-1.6pp |
| Annual return | 21.90% | 22.43%-0.5pp | 57.82%-35.9pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,164 | $1,703-31.6% | $2,555-54.4% | $2,631-55.7% |
| Participant deferral / active EE | $2,992 | $3,114-3.9% | $4,581-34.7% | $4,212-29.0% |
| Admin fee / account holder | $797 | $4,811-83.4% | $8,261-90.4% | $7,344-89.2% |