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 5-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 | $40,598 | $66,098-38.6% | $101,794-60.1% | $74,304-45.4% |
| Participation rate | 27.4% | 53.8%-26.3pp | 69.2%-41.8pp | 60.3%-32.9pp |
| Annual return | 26.65% | 19.59%+7.1pp | 30.53%-3.9pp | 29.43%-2.8pp |
| Employer contribution / active EE | $280 | $1,082-74.2% | $2,289-87.8% | $2,241-87.5% |
| Participant deferral / active EE | $1,626 | $2,781-41.5% | $4,084-60.2% | $3,767-56.8% |
| Admin fee / account holder | $2,940 | $4,146-29.1% | $8,777-66.5% | $2,969-1.0% |