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 | $44,357 | $209,411-78.8% | $178,490-75.1% | $158,922-72.1% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 11.83% | 188.75%-176.9pp | 151.07%-139.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,875 | $5,706-49.6% | $5,011-42.6% | $4,761-39.6% |
| Participant deferral / active EE | $5,912 | $5,954-0.7% | $5,202+13.7% | $5,982-1.2% |
| Admin fee / account holder | $1,984 | $17,074-88.4% | $13,984-85.8% | $11,246-82.4% |