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 | $50,195 | $85,202-41.1% | $172,739-70.9% | $72,985-31.2% |
| Participation rate | 51.7% | 70.1%-18.3pp | 82.6%-30.9pp | 69.5%-17.8pp |
| Annual return | 24.05% | 27.32%-3.3pp | 802.84%-778.8pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,662 | $3,324-50.0% | $5,143-67.7% | $2,440-31.9% |
| Participant deferral / active EE | $3,359 | $3,260+3.0% | $5,198-35.4% | $3,607-6.9% |
| Admin fee / account holder | $517 | $5,884-91.2% | $13,954-96.3% | $5,124-89.9% |