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 | $62,354 | $72,277-13.7% | $101,248-38.4% | $79,858-21.9% |
| Participation rate | 35.1% | 68.5%-33.3pp | 75.8%-40.7pp | 69.6%-34.5pp |
| Annual return | 13.22% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,042 | $2,692-61.3% | $3,660-71.5% | $2,471-57.8% |
| Participant deferral / active EE | $2,416 | $3,282-26.4% | $4,370-44.7% | $3,740-35.4% |
| Admin fee / account holder | $18,317 | $4,400+316.3% | $5,945+208.1% | $5,306+245.2% |