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 | $53,285 | $78,422-32.1% | $95,952-44.5% | $79,858-33.3% |
| Participation rate | 53.6% | 73.5%-19.9pp | 77.1%-23.5pp | 69.6%-16.1pp |
| Annual return | 12.66% | 19.37%-6.7pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,880 | $3,440+41.9% | $4,167+17.1% | $3,740+30.5% |
| Admin fee / account holder | $3,031 | $5,622-46.1% | $6,795-55.4% | $5,306-42.9% |