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 | $49,669 | $100,923-50.8% | $150,045-66.9% | $74,304-33.2% |
| Participation rate | 52.0% | 70.1%-18.1pp | 82.3%-30.3pp | 60.3%-8.3pp |
| Annual return | 33.21% | 51.77%-18.6pp | 62.55%-29.3pp | 29.43%+3.8pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,517 | $6,709-2.9% | $7,997-18.5% | $3,767+73.0% |
| Admin fee / account holder | $6,260 | $2,767+126.2% | $13,435-53.4% | $2,969+110.8% |