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 | $41,214 | $109,881-62.5% | $150,045-72.5% | $84,808-51.4% |
| Participation rate | 34.5% | 76.1%-41.5pp | 82.3%-47.8pp | 68.3%-33.8pp |
| Annual return | 16.47% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $905 | $3,561-74.6% | $4,693-80.7% | $2,631-65.6% |
| Participant deferral / active EE | $2,700 | $6,636-59.3% | $7,997-66.2% | $4,212-35.9% |
| Admin fee / account holder | $2,281 | $8,568-73.4% | $13,435-83.0% | $7,344-68.9% |