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 9-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 | $32,364 | $20,316+59.3% | $66,042-51.0% | $74,304-56.4% |
| Participation rate | 55.9% | 62.8%-6.8pp | 67.5%-11.6pp | 60.3%-4.4pp |
| Annual return | 16.53% | 28.10%-11.6pp | 52.11%-35.6pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,146 | $745+53.9% | $1,579-27.4% | $2,241-48.9% |
| Participant deferral / active EE | $1,867 | $1,615+15.6% | $2,835-34.1% | $3,767-50.4% |
| Admin fee / account holder | $4,805 | $1,668+188.0% | $5,747-16.4% | $2,969+61.9% |