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 5-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 | $58,823 | $95,266-38.3% | $82,389-28.6% | $142,382-58.7% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.5%-29.5pp | 80.1%-40.1pp |
| Annual return | 21.56% | 25.74%-4.2pp | 28.67%-7.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,147 | $2,991-61.7% | $2,517-54.4% | $4,299-73.3% |
| Participant deferral / active EE | $5,649 | $4,809+17.5% | $4,155+36.0% | $6,507-13.2% |
| Admin fee / account holder | $696 | $8,563-91.9% | $7,231-90.4% | $12,624-94.5% |