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 | $46,370 | $72,492-36.0% | $87,100-46.8% | $72,985-36.5% |
| Participation rate | 29.6% | 72.8%-43.2pp | 76.9%-47.2pp | 69.5%-39.9pp |
| Annual return | 19.89% | 24.46%-4.6pp | 28.19%-8.3pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,459 | $1,894-23.0% | $2,521-42.1% | $2,440-40.2% |
| Participant deferral / active EE | $4,807 | $3,270+47.0% | $4,049+18.7% | $3,607+33.3% |
| Admin fee / account holder | $4,019 | $5,055-20.5% | $7,497-46.4% | $5,124-21.6% |