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 | $24,251 | $53,516-54.7% | $126,539-80.8% | $84,808-71.4% |
| Participation rate | 60.5% | 58.2%+2.2pp | 69.8%-9.4pp | 68.3%-7.8pp |
| Annual return | 22.08% | 58.34%-36.3pp | 425.95%-403.9pp | 40.90%-18.8pp |
| Employer contribution / active EE | $4,302 | $1,535+180.3% | $3,674+17.1% | $2,631+63.5% |
| Participant deferral / active EE | $1,767 | $2,671-33.8% | $4,083-56.7% | $4,212-58.0% |
| Admin fee / account holder | $592 | $4,497-86.8% | $6,065-90.2% | $7,344-91.9% |