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 | $15,383 | $48,046-68.0% | $84,611-81.8% | $72,985-78.9% |
| Participation rate | 60.3% | 57.6%+2.7pp | 68.2%-7.9pp | 69.5%-9.2pp |
| Annual return | 24.63% | 37.38%-12.8pp | 258.74%-234.1pp | 81.00%-56.4pp |
| Employer contribution / active EE | $868 | $1,602-45.8% | $2,652-67.3% | $2,440-64.4% |
| Participant deferral / active EE | $2,810 | $2,680+4.8% | $3,899-27.9% | $3,607-22.1% |
| Admin fee / account holder | $826 | $3,395-75.7% | $4,912-83.2% | $5,124-83.9% |