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 | $9,130 | $80,717-88.7% | $154,803-94.1% | $84,808-89.2% |
| Participation rate | 34.7% | 66.8%-32.1pp | 78.1%-43.3pp | 68.3%-33.6pp |
| Annual return | 31.08% | 37.96%-6.9pp | 58.88%-27.8pp | 40.90%-9.8pp |
| Employer contribution / active EE | $607 | $2,761-78.0% | $4,305-85.9% | $2,631-76.9% |
| Participant deferral / active EE | $1,245 | $3,303-62.3% | $5,540-77.5% | $4,212-70.4% |
| Admin fee / account holder | $1,323 | $6,746-80.4% | $14,329-90.8% | $7,344-82.0% |