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 8-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 | $18,956 | $63,861-70.3% | $104,607-81.9% | $79,858-76.3% |
| Participation rate | 44.3% | 64.9%-20.7pp | 74.1%-29.8pp | 69.6%-25.4pp |
| Annual return | 15.47% | 21.30%-5.8pp | 340.46%-325.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,168 | $1,588-26.4% | $2,681-56.4% | $2,471-52.7% |
| Participant deferral / active EE | $1,440 | $2,693-46.5% | $3,740-61.5% | $3,740-61.5% |
| Admin fee / account holder | $2,911 | $4,185-30.4% | $6,473-55.0% | $5,306-45.1% |