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 | $57,379 | $65,041-11.8% | $90,951-36.9% | $79,858-28.1% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 20.72% | 30.45%-9.7pp | 134.60%-113.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,108 | $1,247-11.2% | $2,122-47.8% | $2,471-55.2% |
| Participant deferral / active EE | $2,971 | $2,512+18.3% | $3,373-11.9% | $3,740-20.6% |
| Admin fee / account holder | $302 | $4,536-93.3% | $5,959-94.9% | $5,306-94.3% |