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 6-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 | $33,922 | $73,933-54.1% | $96,683-64.9% | $75,163-54.9% |
| Participation rate | 56.7% | 66.4%-9.8pp | 74.3%-17.7pp | 67.2%-10.5pp |
| Annual return | 15.65% | 26.70%-11.1pp | 35.69%-20.0pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,232 | $2,928-57.9% | $3,737-67.0% | $2,670-53.9% |
| Participant deferral / active EE | $1,996 | $3,659-45.4% | $4,878-59.1% | $4,125-51.6% |
| Admin fee / account holder | $1,433 | $5,216-72.5% | $6,730-78.7% | $5,651-74.6% |