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 | $104,777 | $117,983-11.2% | $101,794+2.9% | $142,382-26.4% |
| Participation rate | 23.5% | 74.2%-50.7pp | 69.2%-45.7pp | 80.1%-56.6pp |
| Annual return | 10.68% | 36.92%-26.2pp | 30.53%-19.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $938 | $2,773-66.2% | $2,289-59.0% | $4,299-78.2% |
| Participant deferral / active EE | $4,107 | $4,714-12.9% | $4,084+0.6% | $6,507-36.9% |
| Admin fee / account holder | $2,487 | $10,433-76.2% | $8,777-71.7% | $12,624-80.3% |