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 | $37,183 | $60,022-38.1% | $88,946-58.2% | $84,808-56.2% |
| Participation rate | 47.2% | 57.8%-10.6pp | 68.8%-21.6pp | 68.3%-21.1pp |
| Annual return | 15.83% | 22.43%-6.6pp | 57.82%-42.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $922 | $1,703-45.9% | $2,555-63.9% | $2,631-65.0% |
| Participant deferral / active EE | $3,121 | $3,114+0.2% | $4,581-31.9% | $4,212-25.9% |
| Admin fee / account holder | $1,716 | $4,811-64.3% | $8,261-79.2% | $7,344-76.6% |