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 | $77,535 | $103,376-25.0% | $87,100-11.0% | $152,861-49.3% |
| Participation rate | 41.7% | 79.3%-37.7pp | 76.9%-35.2pp | 82.4%-40.8pp |
| Annual return | 21.75% | 28.10%-6.3pp | 28.19%-6.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $912 | $3,220-71.7% | $2,521-63.8% | $4,762-80.8% |
| Participant deferral / active EE | $2,495 | $4,778-47.8% | $4,049-38.4% | $5,850-57.3% |
| Admin fee / account holder | $9,021 | $12,205-26.1% | $7,497+20.3% | $11,596-22.2% |