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 7-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 | $68,825 | $159,602-56.9% | $150,045-54.1% | $142,382-51.7% |
| Participation rate | 56.5% | 84.0%-27.5pp | 82.3%-25.8pp | 80.1%-23.6pp |
| Annual return | 19.91% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,899 | $4,961-21.4% | $4,693-16.9% | $4,299-9.3% |
| Participant deferral / active EE | $6,328 | $8,310-23.9% | $7,997-20.9% | $6,507-2.8% |
| Admin fee / account holder | $1,096 | $14,846-92.6% | $13,435-91.8% | $12,624-91.3% |