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 | $53,007 | $77,503-31.6% | $100,391-47.2% | $80,856-34.4% |
| Participation rate | 69.7% | 76.9%-7.2pp | 81.5%-11.8pp | 67.6%+2.1pp |
| Annual return | 37.79% | 37.20%+0.6pp | 49.20%-11.4pp | 35.59%+2.2pp |
| Employer contribution / active EE | $3,592 | $2,801+28.3% | $3,942-8.9% | $2,755+30.4% |
| Participant deferral / active EE | $7,408 | $6,820+8.6% | $8,082-8.3% | $4,296+72.4% |
| Admin fee / account holder | $1,159 | $5,897-80.4% | $7,899-85.3% | $6,918-83.3% |