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 | $77,455 | $89,753-13.7% | $107,525-28.0% | $84,808-8.7% |
| Participation rate | 59.4% | 68.1%-8.7pp | 75.1%-15.7pp | 68.3%-8.9pp |
| Annual return | 14.31% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,892 | $3,113-39.2% | $3,754-49.6% | $2,631-28.1% |
| Participant deferral / active EE | $4,331 | $4,056+6.8% | $5,116-15.3% | $4,212+2.8% |
| Admin fee / account holder | $17,176 | $7,222+137.8% | $8,919+92.6% | $7,344+133.9% |