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 | $51,383 | $60,022-14.4% | $88,946-42.2% | $84,808-39.4% |
| Participation rate | 22.1% | 57.8%-35.7pp | 68.8%-46.8pp | 68.3%-46.2pp |
| Annual return | 15.36% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $500 | $1,703-70.6% | $2,555-80.4% | $2,631-81.0% |
| Participant deferral / active EE | $1,353 | $3,114-56.5% | $4,581-70.5% | $4,212-67.9% |
| Admin fee / account holder | $1,234 | $4,811-74.4% | $8,261-85.1% | $7,344-83.2% |