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 | $33,959 | $72,492-53.2% | $87,100-61.0% | $72,985-53.5% |
| Participation rate | 63.8% | 72.8%-9.0pp | 76.9%-13.0pp | 69.5%-5.7pp |
| Annual return | 19.74% | 24.46%-4.7pp | 28.19%-8.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,807 | $1,894-4.6% | $2,521-28.3% | $2,440-25.9% |
| Participant deferral / active EE | $2,929 | $3,270-10.4% | $4,049-27.7% | $3,607-18.8% |
| Admin fee / account holder | $1,672 | $5,055-66.9% | $7,497-77.7% | $5,124-67.4% |