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 | $52,625 | $65,365-19.5% | $92,893-43.3% | $72,985-27.9% |
| Participation rate | 58.6% | 68.3%-9.7pp | 76.0%-17.4pp | 69.5%-10.9pp |
| Annual return | 20.49% | 42.10%-21.6pp | 109.41%-88.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,312 | $2,594-49.4% | $3,653-64.1% | $2,440-46.2% |
| Participant deferral / active EE | $2,780 | $3,128-11.1% | $4,236-34.4% | $3,607-22.9% |
| Admin fee / account holder | $1,333 | $4,251-68.6% | $5,794-77.0% | $5,124-74.0% |