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 4-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 | $30,804 | $159,602-80.7% | $150,045-79.5% | $142,382-78.4% |
| Participation rate | 65.2% | 84.0%-18.8pp | 82.3%-17.1pp | 80.1%-14.9pp |
| Annual return | 51.70% | 70.24%-18.5pp | 62.55%-10.9pp | 217.08%-165.4pp |
| Employer contribution / active EE | $1,651 | $4,961-66.7% | $4,693-64.8% | $4,299-61.6% |
| Participant deferral / active EE | $5,637 | $8,310-32.2% | $7,997-29.5% | $6,507-13.4% |
| Admin fee / account holder | $12,424 | $14,846-16.3% | $13,435-7.5% | $12,624-1.6% |