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 4-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 | $25,812 | $54,705-52.8% | $71,209-63.8% | $84,808-69.6% |
| Participation rate | 60.0% | 64.1%-4.1pp | 73.8%-13.8pp | 68.3%-8.3pp |
| Annual return | 18.53% | 35.90%-17.4pp | 282.51%-264.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,990 | $2,158-7.8% | $2,721-26.9% | $2,631-24.4% |
| Participant deferral / active EE | $3,637 | $3,030+20.0% | $4,175-12.9% | $4,212-13.7% |
| Admin fee / account holder | $3,097 | $4,863-36.3% | $5,349-42.1% | $7,344-57.8% |