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 10-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 | $52,703 | $101,724-48.2% | $164,813-68.0% | $80,856-34.8% |
| Participation rate | 67.6% | 71.8%-4.2pp | 78.6%-11.0pp | 67.6%0pp |
| Annual return | 12.16% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,501 | $2,953-15.3% | $4,341-42.4% | $2,755-9.2% |
| Participant deferral / active EE | $4,218 | $4,477-5.8% | $6,031-30.1% | $4,296-1.8% |
| Admin fee / account holder | $2,147 | $8,227-73.9% | $12,690-83.1% | $6,918-69.0% |