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 7-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 | $18,920 | $49,915-62.1% | $154,803-87.8% | $74,304-74.5% |
| Participation rate | 39.4% | 54.0%-14.5pp | 78.1%-38.6pp | 60.3%-20.9pp |
| Annual return | 19.36% | 34.06%-14.7pp | 58.88%-39.5pp | 29.43%-10.1pp |
| Employer contribution / active EE | $490 | $1,611-69.6% | $4,305-88.6% | $2,241-78.1% |
| Participant deferral / active EE | $1,748 | $2,255-22.5% | $5,540-68.4% | $3,767-53.6% |
| Admin fee / account holder | $1,125 | $2,189-48.6% | $14,329-92.1% | $2,969-62.1% |