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 | $28,536 | $57,016-50.0% | $84,966-66.4% | $80,856-64.7% |
| Participation rate | 10.5% | 56.3%-45.8pp | 67.5%-57.0pp | 67.6%-57.1pp |
| Annual return | 11.75% | 21.66%-9.9pp | 66.38%-54.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $329 | $1,798-81.7% | $2,727-87.9% | $2,755-88.1% |
| Participant deferral / active EE | $948 | $3,110-69.5% | $4,519-79.0% | $4,296-77.9% |
| Admin fee / account holder | $348 | $4,980-93.0% | $6,149-94.3% | $6,918-95.0% |