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 4-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 | $14,043 | $106,515-86.8% | $96,683-85.5% | $139,434-89.9% |
| Participation rate | 30.4% | 77.8%-47.4pp | 74.3%-43.9pp | 80.3%-49.9pp |
| Annual return | 33.20% | 38.43%-5.2pp | 35.69%-2.5pp | 372.94%-339.7pp |
| Employer contribution / active EE | $1,057 | $4,103-74.2% | $3,737-71.7% | $4,751-77.8% |
| Participant deferral / active EE | $1,644 | $5,454-69.9% | $4,878-66.3% | $6,710-75.5% |
| Admin fee / account holder | $440 | $7,877-94.4% | $6,730-93.5% | $11,403-96.1% |