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 | $44,585 | $84,556-47.3% | $116,228-61.6% | $74,304-40.0% |
| Participation rate | 34.5% | 66.0%-31.5pp | 74.6%-40.0pp | 60.3%-25.8pp |
| Annual return | 14.61% | 18.35%-3.7pp | 90.06%-75.4pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,187 | $2,168-45.3% | $2,994-60.4% | $2,241-47.0% |
| Participant deferral / active EE | $2,024 | $3,814-46.9% | $4,953-59.1% | $3,767-46.3% |
| Admin fee / account holder | $15,377 | $3,792+305.5% | $11,989+28.3% | $2,969+418.0% |