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 | $79,136 | $80,724-2.0% | $103,333-23.4% | $74,495+6.2% |
| Participation rate | 33.1% | 65.7%-32.6pp | 74.5%-41.5pp | 67.2%-34.1pp |
| Annual return | 14.00% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $882 | $3,157-72.1% | $3,868-77.2% | $2,623-66.4% |
| Participant deferral / active EE | $3,477 | $3,860-9.9% | $5,057-31.2% | $4,346-20.0% |
| Admin fee / account holder | $4,318 | $2,368+82.4% | $8,355-48.3% | $1,942+122.4% |