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 | $68,470 | $89,753-23.7% | $107,525-36.3% | $84,808-19.3% |
| Participation rate | 33.9% | 68.1%-34.2pp | 75.1%-41.2pp | 68.3%-34.4pp |
| Annual return | 25.30% | 29.48%-4.2pp | 181.32%-156.0pp | 40.90%-15.6pp |
| Employer contribution / active EE | $1,188 | $3,113-61.9% | $3,754-68.4% | $2,631-54.9% |
| Participant deferral / active EE | $3,467 | $4,056-14.5% | $5,116-32.2% | $4,212-17.7% |
| Admin fee / account holder | $2,367 | $7,222-67.2% | $8,919-73.5% | $7,344-67.8% |