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 | $31,667 | $77,899-59.3% | $149,673-78.8% | $75,163-57.9% |
| Participation rate | 61.0% | 65.6%-4.5pp | 78.8%-17.7pp | 67.2%-6.2pp |
| Annual return | 15.98% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $937 | $3,137-70.1% | $4,818-80.6% | $2,670-64.9% |
| Participant deferral / active EE | $1,303 | $3,411-61.8% | $5,680-77.1% | $4,125-68.4% |
| Admin fee / account holder | $338 | $5,956-94.3% | $13,210-97.4% | $5,651-94.0% |