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 | $40,464 | $49,915-18.9% | $154,803-73.9% | $74,304-45.5% |
| Participation rate | 56.6% | 54.0%+2.7pp | 78.1%-21.5pp | 60.3%-3.7pp |
| Annual return | 19.35% | 34.06%-14.7pp | 58.88%-39.5pp | 29.43%-10.1pp |
| Employer contribution / active EE | $1,826 | $1,611+13.3% | $4,305-57.6% | $2,241-18.5% |
| Participant deferral / active EE | $3,916 | $2,255+73.7% | $5,540-29.3% | $3,767+3.9% |
| Admin fee / account holder | $2,737 | $2,189+25.0% | $14,329-80.9% | $2,969-7.8% |