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 | $55,415 | $109,881-49.6% | $150,045-63.1% | $84,808-34.7% |
| Participation rate | 52.0% | 76.1%-24.1pp | 82.3%-30.3pp | 68.3%-16.3pp |
| Annual return | 25.02% | 28.25%-3.2pp | 62.55%-37.5pp | 40.90%-15.9pp |
| Employer contribution / active EE | $2,834 | $3,561-20.4% | $4,693-39.6% | $2,631+7.7% |
| Participant deferral / active EE | $8,176 | $6,636+23.2% | $7,997+2.2% | $4,212+94.1% |
| Admin fee / account holder | $2,199 | $8,568-74.3% | $13,435-83.6% | $7,344-70.1% |