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 7-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 | $25,364 | $80,717-68.6% | $154,803-83.6% | $84,808-70.1% |
| Participation rate | 40.6% | 66.8%-26.2pp | 78.1%-37.4pp | 68.3%-27.7pp |
| Annual return | 18.17% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $705 | $2,761-74.5% | $4,305-83.6% | $2,631-73.2% |
| Participant deferral / active EE | $2,361 | $3,303-28.5% | $5,540-57.4% | $4,212-43.9% |
| Admin fee / account holder | $1,936 | $6,746-71.3% | $14,329-86.5% | $7,344-73.6% |