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 | $46,832 | $73,933-36.7% | $96,683-51.6% | $75,163-37.7% |
| Participation rate | 67.1% | 66.4%+0.6pp | 74.3%-7.3pp | 67.2%-0.1pp |
| Annual return | 17.19% | 26.70%-9.5pp | 35.69%-18.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $884 | $2,928-69.8% | $3,737-76.3% | $2,670-66.9% |
| Participant deferral / active EE | $3,215 | $3,659-12.1% | $4,878-34.1% | $4,125-22.1% |
| Admin fee / account holder | $1,566 | $5,216-70.0% | $6,730-76.7% | $5,651-72.3% |