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 | $47,388 | $89,753-47.2% | $107,525-55.9% | $84,808-44.1% |
| Participation rate | 27.3% | 68.1%-40.8pp | 75.1%-47.8pp | 68.3%-41.0pp |
| Annual return | 19.89% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,102 | $3,113-64.6% | $3,754-70.6% | $2,631-58.1% |
| Participant deferral / active EE | $1,733 | $4,056-57.3% | $5,116-66.1% | $4,212-58.8% |
| Admin fee / account holder | $573 | $7,222-92.1% | $8,919-93.6% | $7,344-92.2% |