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 | $21,164 | $55,453-61.8% | $170,442-87.6% | $62,292-66.0% |
| Participation rate | 57.3% | 66.4%-9.1pp | 83.6%-26.3pp | 69.5%-12.3pp |
| Annual return | 13.68% | 21.38%-7.7pp | 205.93%-192.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $952 | $2,164-56.0% | $5,433-82.5% | $2,042-53.4% |
| Participant deferral / active EE | $1,752 | $2,303-23.9% | $4,939-64.5% | $3,169-44.7% |
| Admin fee / account holder | $1,887 | $455+314.7% | $13,880-86.4% | $479+293.6% |