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 | $77,854 | $148,534-47.6% | $135,903-42.7% | $139,434-44.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 19.20% | 79.19%-60.0pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,863 | $5,243-45.4% | $4,856-41.1% | $4,751-39.7% |
| Participant deferral / active EE | $11,583 | $8,100+43.0% | $7,758+49.3% | $6,710+72.6% |
| Admin fee / account holder | $2,794 | $12,400-77.5% | $10,762-74.0% | $11,403-75.5% |