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 | $29,633 | $100,773-70.6% | $88,946-66.7% | $142,382-79.2% |
| Participation rate | 68.4% | 74.3%-5.9pp | 68.8%-0.4pp | 80.1%-11.7pp |
| Annual return | 15.33% | 70.18%-54.8pp | 57.82%-42.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,979 | $2,918-32.2% | $2,555-22.6% | $4,299-54.0% |
| Participant deferral / active EE | $4,792 | $5,230-8.4% | $4,581+4.6% | $6,507-26.4% |
| Admin fee / account holder | $3,134 | $9,693-67.7% | $8,261-62.1% | $12,624-75.2% |