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 | $78,934 | $89,753-12.1% | $107,525-26.6% | $84,808-6.9% |
| Participation rate | 33.3% | 68.1%-34.7pp | 75.1%-41.7pp | 68.3%-35.0pp |
| Annual return | 16.07% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,317 | $3,113-57.7% | $3,754-64.9% | $2,631-50.0% |
| Participant deferral / active EE | $3,671 | $4,056-9.5% | $5,116-28.2% | $4,212-12.8% |
| Admin fee / account holder | $1,986 | $7,222-72.5% | $8,919-77.7% | $7,344-73.0% |