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 | $23,838 | $73,933-67.8% | $96,683-75.3% | $75,163-68.3% |
| Participation rate | 45.3% | 66.4%-21.1pp | 74.3%-29.1pp | 67.2%-21.9pp |
| Annual return | 24.58% | 26.70%-2.1pp | 35.69%-11.1pp | 160.62%-136.0pp |
| Employer contribution / active EE | $924 | $2,928-68.4% | $3,737-75.3% | $2,670-65.4% |
| Participant deferral / active EE | $1,521 | $3,659-58.4% | $4,878-68.8% | $4,125-63.1% |
| Admin fee / account holder | $729 | $5,216-86.0% | $6,730-89.2% | $5,651-87.1% |