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 9-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 | $15,224 | $49,227-69.1% | $70,449-78.4% | $79,858-80.9% |
| Participation rate | 45.3% | 69.2%-23.9pp | 75.1%-29.8pp | 69.6%-24.3pp |
| Annual return | 24.54% | 30.06%-5.5pp | 109.03%-84.5pp | 31.71%-7.2pp |
| Employer contribution / active EE | $659 | $2,099-68.6% | $2,737-75.9% | $2,471-73.3% |
| Participant deferral / active EE | $1,265 | $2,768-54.3% | $3,709-65.9% | $3,740-66.2% |
| Admin fee / account holder | $4,559 | $2,878+58.4% | $3,845+18.6% | $5,306-14.1% |