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 | $35,074 | $177,572-80.2% | $154,803-77.3% | $142,382-75.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 11.50% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,464 | $4,810-69.6% | $4,305-66.0% | $4,299-65.9% |
| Participant deferral / active EE | $4,214 | $6,272-32.8% | $5,540-23.9% | $6,507-35.2% |
| Admin fee / account holder | $1,485 | $16,786-91.2% | $14,329-89.6% | $12,624-88.2% |