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 | $65,636 | $67,606-2.9% | $82,313-20.3% | $70,131-6.4% |
| Participation rate | 57.8% | 72.8%-15.0pp | 76.9%-19.1pp | 69.5%-11.7pp |
| Annual return | 15.45% | 21.57%-6.1pp | 25.88%-10.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $791 | $1,755-54.9% | $2,428-67.4% | $2,342-66.2% |
| Participant deferral / active EE | $1,758 | $2,987-41.1% | $3,706-52.6% | $3,332-47.2% |
| Admin fee / account holder | $3,109 | $4,512-31.1% | $5,608-44.6% | $4,645-33.1% |