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 | $22,114 | $80,717-72.6% | $154,803-85.7% | $84,808-73.9% |
| Participation rate | 54.2% | 66.8%-12.6pp | 78.1%-23.9pp | 68.3%-14.1pp |
| Annual return | 20.87% | 37.96%-17.1pp | 58.88%-38.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $858 | $2,761-68.9% | $4,305-80.1% | $2,631-67.4% |
| Participant deferral / active EE | $1,032 | $3,303-68.8% | $5,540-81.4% | $4,212-75.5% |
| Admin fee / account holder | $399 | $6,746-94.1% | $14,329-97.2% | $7,344-94.6% |