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 | $63,257 | $48,230+31.2% | $67,502-6.3% | $80,856-21.8% |
| Participation rate | 34.5% | 66.4%-31.9pp | 72.9%-38.4pp | 67.6%-33.2pp |
| Annual return | 14.52% | 18.28%-3.8pp | 3512.12%-3497.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $562 | $2,020-72.2% | $2,731-79.4% | $2,755-79.6% |
| Participant deferral / active EE | $2,236 | $2,924-23.5% | $4,000-44.1% | $4,296-47.9% |
| Admin fee / account holder | $1,825 | $3,681-50.4% | $3,998-54.3% | $6,918-73.6% |