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 | $43,392 | $35,183+23.3% | $73,545-41.0% | $70,131-38.1% |
| Participation rate | 20.3% | 42.9%-22.7pp | 54.9%-34.7pp | 69.5%-49.3pp |
| Annual return | 18.17% | 26.90%-8.7pp | -15.16%+33.3pp | 73.14%-55.0pp |
| Employer contribution / active EE | $345 | $709-51.3% | $1,219-71.7% | $2,342-85.3% |
| Participant deferral / active EE | $1,389 | $1,220+13.9% | $1,806-23.1% | $3,332-58.3% |
| Admin fee / account holder | $1,441 | $2,302-37.4% | $2,320-37.9% | $4,645-69.0% |