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 | $37,524 | $99,985-62.5% | $146,665-74.4% | $85,850-56.3% |
| Participation rate | 55.6% | 73.1%-17.5pp | 80.1%-24.5pp | 69.3%-13.8pp |
| Annual return | 15.78% | 18.93%-3.2pp | 22.74%-7.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,002 | $2,559-21.8% | $4,136-51.6% | $2,565-22.0% |
| Participant deferral / active EE | $3,892 | $4,006-2.8% | $5,506-29.3% | $3,952-1.5% |
| Admin fee / account holder | $565 | $7,702-92.7% | $10,280-94.5% | $6,260-91.0% |