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 10-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 | $49,316 | $94,625-47.9% | $116,228-57.6% | $84,808-41.9% |
| Participation rate | 42.6% | 70.4%-27.8pp | 74.6%-31.9pp | 68.3%-25.7pp |
| Annual return | 22.46% | 20.40%+2.1pp | 90.06%-67.6pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,141 | $2,347-51.4% | $2,994-61.9% | $2,631-56.6% |
| Participant deferral / active EE | $1,900 | $3,972-52.2% | $4,953-61.6% | $4,212-54.9% |
| Admin fee / account holder | $2,163 | $10,091-78.6% | $11,989-82.0% | $7,344-70.5% |