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 8-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 | $38,082 | $94,625-59.8% | $116,228-67.2% | $84,808-55.1% |
| Participation rate | 59.2% | 70.4%-11.3pp | 74.6%-15.4pp | 68.3%-9.2pp |
| Annual return | 18.36% | 20.40%-2.0pp | 90.06%-71.7pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,321 | $2,347-43.7% | $2,994-55.9% | $2,631-49.8% |
| Participant deferral / active EE | $3,217 | $3,972-19.0% | $4,953-35.0% | $4,212-23.6% |
| Admin fee / account holder | $4,621 | $10,091-54.2% | $11,989-61.5% | $7,344-37.1% |