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 6-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 | $32,491 | $54,705-40.6% | $71,209-54.4% | $84,808-61.7% |
| Participation rate | 49.5% | 64.1%-14.6pp | 73.8%-24.3pp | 68.3%-18.8pp |
| Annual return | 18.18% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,439 | $2,158-33.3% | $2,721-47.1% | $2,631-45.3% |
| Participant deferral / active EE | $3,245 | $3,030+7.1% | $4,175-22.3% | $4,212-22.9% |
| Admin fee / account holder | $2,789 | $4,863-42.7% | $5,349-47.9% | $7,344-62.0% |