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 | $25,511 | $62,127-58.9% | $81,382-68.7% | $74,495-65.8% |
| Participation rate | 51.9% | 64.0%-12.2pp | 69.5%-17.6pp | 67.2%-15.3pp |
| Annual return | 11.59% | 16.48%-4.9pp | 24.73%-13.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $814 | $1,882-56.8% | $2,463-67.0% | $2,623-69.0% |
| Participant deferral / active EE | $2,355 | $3,229-27.1% | $3,883-39.3% | $4,346-45.8% |
| Admin fee / account holder | $3,622 | $1,934+87.2% | $5,768-37.2% | $1,942+86.5% |