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 | $26,419 | $81,460-67.6% | $103,333-74.4% | $80,856-67.3% |
| Participation rate | 58.1% | 66.8%-8.7pp | 74.5%-16.4pp | 67.6%-9.5pp |
| Annual return | 11.09% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,951 | $3,105-37.2% | $3,868-49.6% | $2,755-29.2% |
| Participant deferral / active EE | $4,364 | $3,869+12.8% | $5,057-13.7% | $4,296+1.6% |
| Admin fee / account holder | $1,833 | $6,566-72.1% | $8,355-78.1% | $6,918-73.5% |