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 5-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 | $20,655 | $80,717-74.4% | $154,803-86.7% | $84,808-75.6% |
| Participation rate | 32.6% | 66.8%-34.2pp | 78.1%-45.5pp | 68.3%-35.7pp |
| Annual return | 17.15% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $552 | $2,761-80.0% | $4,305-87.2% | $2,631-79.0% |
| Participant deferral / active EE | $1,739 | $3,303-47.3% | $5,540-68.6% | $4,212-58.7% |
| Admin fee / account holder | $6,370 | $6,746-5.6% | $14,329-55.5% | $7,344-13.3% |