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 | $47,668 | $69,977-31.9% | $108,579-56.1% | $62,891-24.2% |
| Participation rate | 45.2% | 72.9%-27.7pp | 79.6%-34.4pp | 69.3%-24.1pp |
| Annual return | 7.79% | 10.73%-2.9pp | -51.70%+59.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $780 | $2,135-63.5% | $3,758-79.3% | $2,281-65.8% |
| Participant deferral / active EE | $1,879 | $3,165-40.6% | $4,311-56.4% | $3,203-41.3% |
| Admin fee / account holder | $396 | $5,076-92.2% | $7,645-94.8% | $4,296-90.8% |