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 | $68,017 | $70,428-3.4% | $96,562-29.6% | $85,850-20.8% |
| Participation rate | 48.7% | 61.8%-13.1pp | 69.8%-21.1pp | 69.3%-20.6pp |
| Annual return | 17.95% | 18.59%-0.6pp | 37.78%-19.8pp | 318.53%-300.6pp |
| Employer contribution / active EE | $643 | $1,413-54.5% | $2,356-72.7% | $2,565-74.9% |
| Participant deferral / active EE | $2,293 | $2,894-20.8% | $3,849-40.4% | $3,952-42.0% |
| Admin fee / account holder | $665 | $4,997-86.7% | $6,181-89.2% | $6,260-89.4% |