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 5-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 | $96,601 | $108,919-11.3% | $100,391-3.8% | $145,922-33.8% |
| Participation rate | 35.7% | 82.9%-47.2pp | 81.5%-45.8pp | 80.3%-44.6pp |
| Annual return | 20.69% | 57.88%-37.2pp | 49.20%-28.5pp | 561.29%-540.6pp |
| Employer contribution / active EE | $1,356 | $4,419-69.3% | $3,942-65.6% | $4,660-70.9% |
| Participant deferral / active EE | $4,690 | $8,445-44.5% | $8,082-42.0% | $6,688-29.9% |
| Admin fee / account holder | $4,490 | $9,689-53.7% | $7,899-43.2% | $13,397-66.5% |