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 | $34,555 | $76,670-54.9% | $96,683-64.3% | $71,457-51.6% |
| Participation rate | 47.2% | 66.6%-19.4pp | 74.3%-27.1pp | 67.9%-20.7pp |
| Annual return | 28.51% | 48.29%-19.8pp | 35.69%-7.2pp | 28.85%-0.3pp |
| Employer contribution / active EE | $2,134 | $3,031-29.6% | $3,737-42.9% | $2,588-17.5% |
| Participant deferral / active EE | $2,771 | $3,771-26.5% | $4,878-43.2% | $4,289-35.4% |
| Admin fee / account holder | $3,563 | $2,028+75.7% | $6,730-47.1% | $1,587+124.5% |