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 | $34,411 | $71,050-51.6% | $93,606-63.2% | $80,856-57.4% |
| Participation rate | 46.6% | 60.4%-13.8pp | 68.7%-22.1pp | 67.6%-21.1pp |
| Annual return | 12.07% | 11.26%+0.8pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,342 | $1,564-14.2% | $2,420-44.5% | $2,755-51.3% |
| Participant deferral / active EE | $2,427 | $4,034-39.8% | $4,411-45.0% | $4,296-43.5% |
| Admin fee / account holder | $2,378 | $6,945-65.8% | $8,285-71.3% | $6,918-65.6% |