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 | $22,533 | $175,202-87.1% | $149,673-84.9% | $139,434-83.8% |
| Participation rate | 69.6% | 83.4%-13.8pp | 78.8%-9.2pp | 80.3%-10.8pp |
| Annual return | 23.79% | 166.71%-142.9pp | 134.42%-110.6pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,379 | $5,474-56.5% | $4,818-50.6% | $4,751-49.9% |
| Participant deferral / active EE | $2,085 | $6,519-68.0% | $5,680-63.3% | $6,710-68.9% |
| Admin fee / account holder | $2,811 | $16,150-82.6% | $13,210-78.7% | $11,403-75.3% |