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 6-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 | $22,340 | $56,423-60.4% | $77,163-71.0% | $71,457-68.7% |
| Participation rate | 47.1% | 64.3%-17.2pp | 69.6%-22.4pp | 67.9%-20.8pp |
| Annual return | 14.82% | 19.05%-4.2pp | 37.87%-23.1pp | 28.85%-14.0pp |
| Employer contribution / active EE | $810 | $1,866-56.6% | $2,535-68.1% | $2,588-68.7% |
| Participant deferral / active EE | $2,003 | $3,142-36.3% | $3,833-47.8% | $4,289-53.3% |
| Admin fee / account holder | $1,114 | $1,429-22.1% | $5,472-79.6% | $1,587-29.8% |