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 | $43,125 | $60,022-28.2% | $88,946-51.5% | $84,808-49.1% |
| Participation rate | 25.5% | 57.8%-32.3pp | 68.8%-43.4pp | 68.3%-42.8pp |
| Annual return | 17.36% | 22.43%-5.1pp | 57.82%-40.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,008 | $1,703-40.8% | $2,555-60.5% | $2,631-61.7% |
| Participant deferral / active EE | $2,083 | $3,114-33.1% | $4,581-54.5% | $4,212-50.5% |
| Admin fee / account holder | $5,649 | $4,811+17.4% | $8,261-31.6% | $7,344-23.1% |