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 | $39,238 | $55,706-29.6% | $75,886-48.3% | $72,985-46.2% |
| Participation rate | 49.4% | 61.1%-11.7pp | 69.3%-19.9pp | 69.5%-20.1pp |
| Annual return | 22.18% | 27.59%-5.4pp | 30.76%-8.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $629 | $1,687-62.7% | $2,500-74.8% | $2,440-74.2% |
| Participant deferral / active EE | $1,161 | $2,634-55.9% | $3,603-67.8% | $3,607-67.8% |
| Admin fee / account holder | $767 | $3,978-80.7% | $5,418-85.8% | $5,124-85.0% |