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 5-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 | $70,221 | $94,625-25.8% | $116,228-39.6% | $84,808-17.2% |
| Participation rate | 65.6% | 70.4%-4.9pp | 74.6%-9.0pp | 68.3%-2.8pp |
| Annual return | 17.06% | 20.40%-3.3pp | 90.06%-73.0pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,626 | $2,347-30.7% | $2,994-45.7% | $2,631-38.2% |
| Participant deferral / active EE | $2,561 | $3,972-35.5% | $4,953-48.3% | $4,212-39.2% |
| Admin fee / account holder | $465 | $10,091-95.4% | $11,989-96.1% | $7,344-93.7% |