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 4-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 | $41,576 | $100,773-58.7% | $88,946-53.3% | $142,382-70.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 18.11% | 70.18%-52.1pp | 57.82%-39.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,259 | $2,918-56.9% | $2,555-50.7% | $4,299-70.7% |
| Participant deferral / active EE | $1,774 | $5,230-66.1% | $4,581-61.3% | $6,507-72.7% |
| Admin fee / account holder | $386 | $9,693-96.0% | $8,261-95.3% | $12,624-96.9% |