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 | $22,658 | $72,277-68.7% | $101,248-77.6% | $79,858-71.6% |
| Participation rate | 56.8% | 68.5%-11.6pp | 75.8%-19.0pp | 69.6%-12.8pp |
| Annual return | 16.55% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $944 | $2,692-64.9% | $3,660-74.2% | $2,471-61.8% |
| Participant deferral / active EE | $1,446 | $3,282-55.9% | $4,370-66.9% | $3,740-61.3% |
| Admin fee / account holder | $1,145 | $4,400-74.0% | $5,945-80.7% | $5,306-78.4% |