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 | $14,730 | $108,172-86.4% | $77,482-81.0% | $158,922-90.7% |
| Participation rate | 52.6% | 64.4%-11.8pp | 54.2%-1.6pp | 82.0%-29.3pp |
| Annual return | 25.51% | 31.67%-6.2pp | 54.79%-29.3pp | 302.83%-277.3pp |
| Employer contribution / active EE | $1,040 | $1,325-21.5% | $986+5.5% | $4,761-78.1% |
| Participant deferral / active EE | $3,204 | $2,456+30.4% | $1,861+72.1% | $5,982-46.4% |
| Admin fee / account holder | $817 | $3,708-78.0% | $2,858-71.4% | $11,246-92.7% |