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 3-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 | $31,393 | $106,584-70.5% | $101,326-69.0% | $142,382-78.0% |
| Participation rate | 30.8% | 82.7%-51.9pp | 81.5%-50.7pp | 80.1%-49.4pp |
| Annual return | 21.54% | 36.93%-15.4pp | 36.82%-15.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $840 | $3,956-78.8% | $3,665-77.1% | $4,299-80.5% |
| Participant deferral / active EE | $2,139 | $8,297-74.2% | $7,994-73.2% | $6,507-67.1% |
| Admin fee / account holder | $1,495 | $11,446-86.9% | $11,185-86.6% | $12,624-88.2% |