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 | $41,073 | $58,694-30.0% | $142,863-71.3% | $85,850-52.2% |
| Participation rate | 66.7% | 58.5%+8.2pp | 71.9%-5.3pp | 69.3%-2.6pp |
| Annual return | 12.04% | 27.72%-15.7pp | 5637.54%-5625.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,341 | $1,423-5.7% | $4,144-67.6% | $2,565-47.7% |
| Participant deferral / active EE | $2,988 | $2,607+14.6% | $3,837-22.1% | $3,952-24.4% |
| Admin fee / account holder | $2,653 | $4,239-37.4% | $6,560-59.6% | $6,260-57.6% |