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 | $42,587 | $93,571-54.5% | $135,903-68.7% | $75,163-43.3% |
| Participation rate | 67.5% | 75.2%-7.7pp | 81.9%-14.4pp | 67.2%+0.3pp |
| Annual return | 16.12% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,800 | $3,537-49.1% | $4,856-62.9% | $2,670-32.6% |
| Participant deferral / active EE | $5,865 | $6,404-8.4% | $7,758-24.4% | $4,125+42.2% |
| Admin fee / account holder | $5,417 | $6,975-22.3% | $10,762-49.7% | $5,651-4.1% |