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 | $117,358 | $185,822-36.8% | $169,993-31.0% | $139,434-15.8% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 49.57% | 60.50%-10.9pp | 53.37%-3.8pp | 372.94%-323.4pp |
| Employer contribution / active EE | $3,627 | $7,590-52.2% | $6,785-46.5% | $4,751-23.7% |
| Participant deferral / active EE | $6,614 | $11,622-43.1% | $10,408-36.5% | $6,710-1.4% |
| Admin fee / account holder | $447 | $15,381-97.1% | $12,815-96.5% | $11,403-96.1% |