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 9-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 | $46,442 | $89,698-48.2% | $103,476-55.1% | $80,856-42.6% |
| Participation rate | 47.9% | 76.0%-28.1pp | 80.5%-32.6pp | 67.6%-19.8pp |
| Annual return | 12.77% | 22.78%-10.0pp | 23.90%-11.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,306 | $4,018-67.5% | $4,672-72.0% | $2,755-52.6% |
| Participant deferral / active EE | $3,640 | $5,456-33.3% | $6,623-45.0% | $4,296-15.3% |
| Admin fee / account holder | $708 | $6,768-89.5% | $9,413-92.5% | $6,918-89.8% |