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 | $26,959 | $68,719-60.8% | $91,541-70.5% | $84,808-68.2% |
| Participation rate | 27.7% | 64.5%-36.8pp | 69.8%-42.1pp | 68.3%-40.6pp |
| Annual return | 23.55% | 19.12%+4.4pp | 20.50%+3.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $616 | $1,920-67.9% | $2,505-75.4% | $2,631-76.6% |
| Participant deferral / active EE | $1,164 | $3,136-62.9% | $4,008-70.9% | $4,212-72.4% |
| Admin fee / account holder | $2,830 | $5,786-51.1% | $6,956-59.3% | $7,344-61.5% |