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 7-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 | $37,411 | $109,359-65.8% | $162,163-76.9% | $72,985-48.7% |
| Participation rate | 41.9% | 84.3%-42.3pp | 87.6%-45.6pp | 69.5%-27.6pp |
| Annual return | 26.74% | 25.46%+1.3pp | 115.59%-88.8pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,637 | $3,907-58.1% | $5,614-70.8% | $2,440-32.9% |
| Participant deferral / active EE | $3,164 | $5,481-42.3% | $7,298-56.6% | $3,607-12.3% |
| Admin fee / account holder | $3,393 | $7,972-57.4% | $10,843-68.7% | $5,124-33.8% |