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 4-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 | $37,160 | $77,314-51.9% | $177,989-79.1% | $80,856-54.0% |
| Participation rate | 65.4% | 65.7%-0.3pp | 77.1%-11.7pp | 67.6%-2.3pp |
| Annual return | 17.40% | 18.09%-0.7pp | 294.48%-277.1pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,104 | $2,292-51.8% | $3,949-72.0% | $2,755-59.9% |
| Participant deferral / active EE | $7,088 | $4,411+60.7% | $6,276+12.9% | $4,296+65.0% |
| Admin fee / account holder | $9,902 | $7,191+37.7% | $10,363-4.5% | $6,918+43.1% |