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 | $30,532 | $81,460-62.5% | $103,333-70.5% | $80,856-62.2% |
| Participation rate | 47.1% | 66.8%-19.8pp | 74.5%-27.5pp | 67.6%-20.6pp |
| Annual return | 17.44% | 25.55%-8.1pp | 24.88%-7.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,776 | $3,105-42.8% | $3,868-54.1% | $2,755-35.5% |
| Participant deferral / active EE | $2,995 | $3,869-22.6% | $5,057-40.8% | $4,296-30.3% |
| Admin fee / account holder | $1,509 | $6,566-77.0% | $8,355-81.9% | $6,918-78.2% |