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 | $20,144 | $133,922-85.0% | $116,228-82.7% | $142,382-85.9% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.6%-5.3pp | 80.1%-10.9pp |
| Annual return | 24.40% | 147.76%-123.4pp | 90.06%-65.7pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,267 | $3,446-63.2% | $2,994-57.7% | $4,299-70.5% |
| Participant deferral / active EE | $3,833 | $5,672-32.4% | $4,953-22.6% | $6,507-41.1% |
| Admin fee / account holder | $1,617 | $14,945-89.2% | $11,989-86.5% | $12,624-87.2% |