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 | $62,174 | $106,515-41.6% | $96,683-35.7% | $139,434-55.4% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 17.27% | 38.43%-21.2pp | 35.69%-18.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,032 | $4,103-50.5% | $3,737-45.6% | $4,751-57.2% |
| Participant deferral / active EE | $6,912 | $5,454+26.7% | $4,878+41.7% | $6,710+3.0% |
| Admin fee / account holder | $1,073 | $7,877-86.4% | $6,730-84.1% | $11,403-90.6% |