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 | $44,932 | $60,022-25.1% | $88,946-49.5% | $84,808-47.0% |
| Participation rate | 56.3% | 57.8%-1.6pp | 68.8%-12.6pp | 68.3%-12.1pp |
| Annual return | 15.23% | 22.43%-7.2pp | 57.82%-42.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,350 | $1,703-20.7% | $2,555-47.2% | $2,631-48.7% |
| Participant deferral / active EE | $4,222 | $3,114+35.6% | $4,581-7.8% | $4,212+0.3% |
| Admin fee / account holder | $7,755 | $4,811+61.2% | $8,261-6.1% | $7,344+5.6% |