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 | $14,915 | $35,183-57.6% | $73,545-79.7% | $70,131-78.7% |
| Participation rate | 64.2% | 42.9%+21.2pp | 54.9%+9.2pp | 69.5%-5.4pp |
| Annual return | 14.05% | 26.90%-12.9pp | -15.16%+29.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,157 | $709+63.2% | $1,219-5.1% | $2,342-50.6% |
| Participant deferral / active EE | $2,663 | $1,220+118.3% | $1,806+47.5% | $3,332-20.1% |
| Admin fee / account holder | $610 | $2,302-73.5% | $2,320-73.7% | $4,645-86.9% |