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 | $21,775 | $99,877-78.2% | $84,966-74.4% | $145,922-85.1% |
| Participation rate | 65.0% | 74.1%-9.1pp | 67.5%-2.5pp | 80.3%-15.3pp |
| Annual return | 12.84% | 83.76%-70.9pp | 66.38%-53.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,972 | $3,231-39.0% | $2,727-27.7% | $4,660-57.7% |
| Participant deferral / active EE | $4,097 | $5,291-22.6% | $4,519-9.3% | $6,688-38.7% |
| Admin fee / account holder | $1,319 | $7,248-81.8% | $6,149-78.5% | $13,397-90.2% |