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 8-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 | $48,312 | $155,788-69.0% | $124,672-61.2% | $167,490-71.2% |
| Participation rate | 63.6% | 81.1%-17.5pp | 74.6%-11.0pp | 82.1%-18.5pp |
| Annual return | 15.81% | 17.97%-2.2pp | 5142.93%-5127.1pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,305 | $4,163-68.6% | $3,324-60.7% | $4,837-73.0% |
| Participant deferral / active EE | $5,741 | $5,673+1.2% | $4,614+24.4% | $6,341-9.5% |
| Admin fee / account holder | $367 | $9,531-96.2% | $7,493-95.1% | $12,309-97.0% |