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 | $14,007 | $53,516-73.8% | $126,539-88.9% | $84,808-83.5% |
| Participation rate | 57.8% | 58.2%-0.4pp | 69.8%-12.0pp | 68.3%-10.5pp |
| Annual return | 22.07% | 58.34%-36.3pp | 425.95%-403.9pp | 40.90%-18.8pp |
| Employer contribution / active EE | $762 | $1,535-50.4% | $3,674-79.3% | $2,631-71.1% |
| Participant deferral / active EE | $1,294 | $2,671-51.5% | $4,083-68.3% | $4,212-69.3% |
| Admin fee / account holder | $699 | $4,497-84.4% | $6,065-88.5% | $7,344-90.5% |