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 10-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 | $35,338 | $49,915-29.2% | $154,803-77.2% | $74,304-52.4% |
| Participation rate | 25.0% | 54.0%-29.0pp | 78.1%-53.1pp | 60.3%-35.3pp |
| Annual return | 18.15% | 34.06%-15.9pp | 58.88%-40.7pp | 29.43%-11.3pp |
| Employer contribution / active EE | $364 | $1,611-77.4% | $4,305-91.5% | $2,241-83.8% |
| Participant deferral / active EE | $860 | $2,255-61.9% | $5,540-84.5% | $3,767-77.2% |
| Admin fee / account holder | $2,264 | $2,189+3.4% | $14,329-84.2% | $2,969-23.8% |