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 3-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 | $31,609 | $95,266-66.8% | $82,389-61.6% | $142,382-77.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 10.87% | 25.74%-14.9pp | 28.67%-17.8pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,256 | $2,991-58.0% | $2,517-50.1% | $4,299-70.8% |
| Participant deferral / active EE | $2,975 | $4,809-38.1% | $4,155-28.4% | $6,507-54.3% |
| Admin fee / account holder | $11,503 | $8,563+34.3% | $7,231+59.1% | $12,624-8.9% |