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 4-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 | $65,168 | $106,584-38.9% | $101,326-35.7% | $142,382-54.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 18.27% | 36.93%-18.7pp | 36.82%-18.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $953 | $3,956-75.9% | $3,665-74.0% | $4,299-77.8% |
| Participant deferral / active EE | $9,025 | $8,297+8.8% | $7,994+12.9% | $6,507+38.7% |
| Admin fee / account holder | $1,379 | $11,446-88.0% | $11,185-87.7% | $12,624-89.1% |