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 6-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 | $17,671 | $124,281-85.8% | $109,143-83.8% | $167,490-89.4% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 24.84% | 26.04%-1.2pp | 25.75%-0.9pp | 478.56%-453.7pp |
| Employer contribution / active EE | $1,329 | $4,207-68.4% | $3,722-64.3% | $4,837-72.5% |
| Participant deferral / active EE | $3,044 | $5,255-42.1% | $4,653-34.6% | $6,341-52.0% |
| Admin fee / account holder | $1,001 | $7,970-87.4% | $6,752-85.2% | $12,309-91.9% |