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 | $33,030 | $69,207-52.3% | $64,056-48.4% | $139,434-76.3% |
| Participation rate | 31.3% | 75.6%-44.3pp | 72.3%-41.1pp | 80.3%-49.1pp |
| Annual return | 16.28% | 45.88%-29.6pp | 33.69%-17.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,692 | $3,182-46.8% | $2,747-38.4% | $4,751-64.4% |
| Participant deferral / active EE | $2,949 | $4,682-37.0% | $3,880-24.0% | $6,710-56.0% |
| Admin fee / account holder | $1,629 | $4,244-61.6% | $3,068-46.9% | $11,403-85.7% |