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 | $38,290 | $80,717-52.6% | $154,803-75.3% | $84,808-54.9% |
| Participation rate | 37.4% | 66.8%-29.4pp | 78.1%-40.7pp | 68.3%-30.9pp |
| Annual return | 17.65% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $745 | $2,761-73.0% | $4,305-82.7% | $2,631-71.7% |
| Participant deferral / active EE | $1,763 | $3,303-46.6% | $5,540-68.2% | $4,212-58.1% |
| Admin fee / account holder | $1,699 | $6,746-74.8% | $14,329-88.1% | $7,344-76.9% |