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 | $40,986 | $77,314-47.0% | $177,989-77.0% | $80,856-49.3% |
| Participation rate | 34.4% | 65.7%-31.3pp | 77.1%-42.7pp | 67.6%-33.3pp |
| Annual return | 12.82% | 18.09%-5.3pp | 294.48%-281.7pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,428 | $2,292-37.7% | $3,949-63.8% | $2,755-48.2% |
| Participant deferral / active EE | $2,689 | $4,411-39.0% | $6,276-57.2% | $4,296-37.4% |
| Admin fee / account holder | $3,587 | $7,191-50.1% | $10,363-65.4% | $6,918-48.1% |