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 | $33,213 | $107,452-69.1% | $91,541-63.7% | $142,382-76.7% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.8%-36.4pp | 80.1%-46.8pp |
| Annual return | 24.95% | 22.06%+2.9pp | 20.50%+4.5pp | 217.08%-192.1pp |
| Employer contribution / active EE | $171 | $2,994-94.3% | $2,505-93.2% | $4,299-96.0% |
| Participant deferral / active EE | $1,382 | $4,754-70.9% | $4,008-65.5% | $6,507-78.8% |
| Admin fee / account holder | $1,845 | $8,834-79.1% | $6,956-73.5% | $12,624-85.4% |