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 8-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 | $87,758 | $106,515-17.6% | $96,683-9.2% | $139,434-37.1% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 17.48% | 38.43%-20.9pp | 35.69%-18.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,072 | $4,103-73.9% | $3,737-71.3% | $4,751-77.4% |
| Participant deferral / active EE | $3,395 | $5,454-37.8% | $4,878-30.4% | $6,710-49.4% |
| Admin fee / account holder | $5,825 | $7,877-26.1% | $6,730-13.4% | $11,403-48.9% |