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 | $35,562 | $81,625-56.4% | $167,512-78.8% | $74,304-52.1% |
| Participation rate | 35.7% | 60.0%-24.4pp | 77.1%-41.4pp | 60.3%-24.7pp |
| Annual return | 20.02% | 26.09%-6.1pp | 1615.79%-1595.8pp | 29.43%-9.4pp |
| Employer contribution / active EE | $473 | $2,010-76.5% | $3,882-87.8% | $2,241-78.9% |
| Participant deferral / active EE | $1,943 | $4,115-52.8% | $6,405-69.7% | $3,767-48.4% |
| Admin fee / account holder | $6,433 | $3,474+85.2% | $9,769-34.1% | $2,969+116.7% |