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 | $57,638 | $69,977-17.6% | $108,579-46.9% | $62,891-8.4% |
| Participation rate | 51.4% | 72.9%-21.5pp | 79.6%-28.1pp | 69.3%-17.9pp |
| Annual return | 4.96% | 10.73%-5.8pp | -51.70%+56.7pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,030 | $2,135-51.8% | $3,758-72.6% | $2,281-54.8% |
| Participant deferral / active EE | $2,317 | $3,165-26.8% | $4,311-46.3% | $3,203-27.7% |
| Admin fee / account holder | $1,266 | $5,076-75.1% | $7,645-83.4% | $4,296-70.5% |