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 | $58,398 | $108,919-46.4% | $100,391-41.8% | $145,922-60.0% |
| Participation rate | 60.0% | 82.9%-22.9pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 14.60% | 57.88%-43.3pp | 49.20%-34.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,073 | $4,419-53.1% | $3,942-47.4% | $4,660-55.5% |
| Participant deferral / active EE | $6,966 | $8,445-17.5% | $8,082-13.8% | $6,688+4.2% |
| Admin fee / account holder | $387 | $9,689-96.0% | $7,899-95.1% | $13,397-97.1% |