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 9-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 | $13,591 | $56,114-75.8% | $96,139-85.9% | $85,850-84.2% |
| Participation rate | 42.6% | 56.7%-14.1pp | 68.4%-25.9pp | 69.3%-26.7pp |
| Annual return | 14.97% | 42.30%-27.3pp | 191.94%-177.0pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,129 | $1,620-30.3% | $2,797-59.6% | $2,565-56.0% |
| Participant deferral / active EE | $1,838 | $2,859-35.7% | $4,349-57.7% | $3,952-53.5% |
| Admin fee / account holder | $3,067 | $3,768-18.6% | $5,537-44.6% | $6,260-51.0% |