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 | $40,808 | $101,317-59.7% | $146,958-72.2% | $74,495-45.2% |
| Participation rate | 57.0% | 75.5%-18.5pp | 82.2%-25.1pp | 67.2%-10.2pp |
| Annual return | 14.86% | 8730.91%-8716.0pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,583 | $3,810-32.2% | $4,933-47.6% | $2,623-1.5% |
| Participant deferral / active EE | $5,088 | $7,303-30.3% | $8,070-37.0% | $4,346+17.1% |
| Admin fee / account holder | $4,111 | $1,739+136.4% | $12,998-68.4% | $1,942+111.7% |