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 8-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 | $43,024 | $48,750-11.7% | $88,946-51.6% | $74,304-42.1% |
| Participation rate | 37.7% | 44.5%-6.7pp | 68.8%-31.1pp | 60.3%-22.6pp |
| Annual return | 19.41% | 25.91%-6.5pp | 57.82%-38.4pp | 29.43%-10.0pp |
| Employer contribution / active EE | $1,121 | $1,255-10.6% | $2,555-56.1% | $2,241-50.0% |
| Participant deferral / active EE | $2,149 | $2,423-11.3% | $4,581-53.1% | $3,767-43.0% |
| Admin fee / account holder | $2,354 | $3,756-37.3% | $8,261-71.5% | $2,969-20.7% |