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 | $25,088 | $72,012-65.2% | $185,823-86.5% | $79,858-68.6% |
| Participation rate | 62.1% | 65.8%-3.7pp | 78.0%-16.0pp | 69.6%-7.6pp |
| Annual return | 17.25% | 23.12%-5.9pp | 35.95%-18.7pp | 31.71%-14.5pp |
| Employer contribution / active EE | $961 | $1,965-51.1% | $4,087-76.5% | $2,471-61.1% |
| Participant deferral / active EE | $2,278 | $3,779-39.7% | $5,632-59.5% | $3,740-39.1% |
| Admin fee / account holder | $2,248 | $4,513-50.2% | $9,500-76.3% | $5,306-57.6% |