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 9-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 | $36,734 | $124,281-70.4% | $109,143-66.3% | $167,490-78.1% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 12.70% | 26.04%-13.3pp | 25.75%-13.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $4,441 | $4,207+5.5% | $3,722+19.3% | $4,837-8.2% |
| Participant deferral / active EE | $7,170 | $5,255+36.4% | $4,653+54.1% | $6,341+13.1% |
| Admin fee / account holder | $11,354 | $7,970+42.5% | $6,752+68.1% | $12,309-7.8% |