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 | $33,644 | $49,922-32.6% | $80,569-58.2% | $75,163-55.2% |
| Participation rate | 32.0% | 55.3%-23.3pp | 67.0%-35.0pp | 67.2%-35.2pp |
| Annual return | 15.20% | 34.69%-19.5pp | 935.43%-920.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $587 | $1,698-65.4% | $2,723-78.5% | $2,670-78.0% |
| Participant deferral / active EE | $1,050 | $2,990-64.9% | $4,447-76.4% | $4,125-74.5% |
| Admin fee / account holder | $6,811 | $3,577+90.4% | $5,377+26.7% | $5,651+20.5% |