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 3-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 | $66,971 | $110,261-39.3% | $95,745-30.1% | $139,434-52.0% |
| Participation rate | 55.6% | 75.8%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 13.07% | 27.11%-14.0pp | 28.35%-15.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,667 | $3,257+12.6% | $2,835+29.4% | $4,751-22.8% |
| Participant deferral / active EE | $7,399 | $4,676+58.2% | $4,245+74.3% | $6,710+10.3% |
| Admin fee / account holder | $14,605 | $6,613+120.8% | $5,678+157.2% | $11,403+28.1% |