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 | $66,049 | $72,492-8.9% | $87,100-24.2% | $72,985-9.5% |
| Participation rate | 54.0% | 72.8%-18.8pp | 76.9%-22.9pp | 69.5%-15.5pp |
| Annual return | 16.77% | 24.46%-7.7pp | 28.19%-11.4pp | 81.00%-64.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,083 | $3,270-36.3% | $4,049-48.5% | $3,607-42.3% |
| Admin fee / account holder | $8,222 | $5,055+62.7% | $7,497+9.7% | $5,124+60.5% |