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 | $51,025 | $87,135-41.4% | $206,214-75.3% | $116,875-56.3% |
| Participation rate | 43.3% | 76.8%-33.5pp | 82.4%-39.0pp | 74.5%-31.2pp |
| Annual return | 16.59% | 22.51%-5.9pp | -1.60%+18.2pp | 16.29%+0.3pp |
| Employer contribution / active EE | $871 | $3,046-71.4% | $5,967-85.4% | $3,288-73.5% |
| Participant deferral / active EE | $1,554 | $3,898-60.1% | $4,649-66.6% | $3,885-60.0% |
| Admin fee / account holder | $5,662 | $8,630-34.4% | $13,671-58.6% | $12,263-53.8% |