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 | $56,168 | $80,724-30.4% | $103,333-45.6% | $74,495-24.6% |
| Participation rate | 29.8% | 65.7%-35.9pp | 74.5%-44.7pp | 67.2%-37.4pp |
| Annual return | 14.72% | 27.56%-12.8pp | 24.88%-10.2pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,367 | $3,157-56.7% | $3,868-64.7% | $2,623-47.9% |
| Participant deferral / active EE | $3,200 | $3,860-17.1% | $5,057-36.7% | $4,346-26.4% |
| Admin fee / account holder | $6,048 | $2,368+155.4% | $8,355-27.6% | $1,942+211.5% |