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 8-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 | $58,099 | $107,334-45.9% | $92,893-37.5% | $152,861-62.0% |
| Participation rate | 54.2% | 79.8%-25.6pp | 76.0%-21.8pp | 82.4%-28.3pp |
| Annual return | 19.20% | 145.58%-126.4pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,632 | $4,221-61.3% | $3,653-55.3% | $4,762-65.7% |
| Participant deferral / active EE | $3,859 | $4,845-20.3% | $4,236-8.9% | $5,850-34.0% |
| Admin fee / account holder | $2,746 | $7,079-61.2% | $5,794-52.6% | $11,596-76.3% |