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 7-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 | $44,198 | $89,753-50.8% | $107,525-58.9% | $84,808-47.9% |
| Participation rate | 68.9% | 68.1%+0.8pp | 75.1%-6.2pp | 68.3%+0.5pp |
| Annual return | 19.20% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,981 | $3,113-36.4% | $3,754-47.2% | $2,631-24.7% |
| Participant deferral / active EE | $3,113 | $4,056-23.2% | $5,116-39.1% | $4,212-26.1% |
| Admin fee / account holder | $1,892 | $7,222-73.8% | $8,919-78.8% | $7,344-74.2% |