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 7-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 | $58,988 | $81,248-27.4% | $155,509-62.1% | $80,856-27.0% |
| Participation rate | 46.1% | 66.2%-20.2pp | 78.2%-32.1pp | 67.6%-21.6pp |
| Annual return | 16.62% | 33.31%-16.7pp | 64.67%-48.1pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,506 | $3,100-51.4% | $4,672-67.8% | $2,755-45.3% |
| Participant deferral / active EE | $2,788 | $3,452-19.2% | $5,626-50.5% | $4,296-35.1% |
| Admin fee / account holder | $365 | $7,997-95.4% | $15,912-97.7% | $6,918-94.7% |