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 6-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 | $27,545 | $80,717-65.9% | $154,803-82.2% | $84,808-67.5% |
| Participation rate | 25.8% | 66.8%-41.1pp | 78.1%-52.3pp | 68.3%-42.6pp |
| Annual return | 15.11% | 37.96%-22.8pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $400 | $2,761-85.5% | $4,305-90.7% | $2,631-84.8% |
| Participant deferral / active EE | $1,302 | $3,303-60.6% | $5,540-76.5% | $4,212-69.1% |
| Admin fee / account holder | $393 | $6,746-94.2% | $14,329-97.3% | $7,344-94.6% |