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 | $42,535 | $58,208-26.9% | $81,812-48.0% | $80,856-47.4% |
| Participation rate | 51.9% | 63.4%-11.6pp | 72.3%-20.5pp | 67.6%-15.8pp |
| Annual return | 15.94% | 41.66%-25.7pp | 773.79%-757.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,339 | $2,340-42.8% | $2,912-54.0% | $2,755-51.4% |
| Participant deferral / active EE | $3,717 | $3,281+13.3% | $4,319-13.9% | $4,296-13.5% |
| Admin fee / account holder | $2,317 | $4,981-53.5% | $7,386-68.6% | $6,918-66.5% |