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 | $32,198 | $53,777-40.1% | $134,143-76.0% | $79,858-59.7% |
| Participation rate | 57.9% | 58.8%-0.9pp | 72.2%-14.3pp | 69.6%-11.7pp |
| Annual return | 14.91% | 19.01%-4.1pp | 36.33%-21.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $723 | $1,321-45.3% | $3,704-80.5% | $2,471-70.7% |
| Participant deferral / active EE | $2,102 | $2,420-13.2% | $3,499-39.9% | $3,740-43.8% |
| Admin fee / account holder | $4,955 | $3,984+24.4% | $6,684-25.9% | $5,306-6.6% |