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 | $65,398 | $177,572-63.2% | $154,803-57.8% | $142,382-54.1% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.1%-9.3pp | 80.1%-11.4pp |
| Annual return | 14.82% | 65.07%-50.2pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,076 | $4,810-56.8% | $4,305-51.8% | $4,299-51.7% |
| Participant deferral / active EE | $4,727 | $6,272-24.6% | $5,540-14.7% | $6,507-27.4% |
| Admin fee / account holder | $1,539 | $16,786-90.8% | $14,329-89.3% | $12,624-87.8% |