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 | $32,128 | $44,960-28.5% | $84,966-62.2% | $74,495-56.9% |
| Participation rate | 23.2% | 49.4%-26.2pp | 67.5%-44.3pp | 67.2%-44.0pp |
| Annual return | 14.51% | 26.24%-11.7pp | 66.38%-51.9pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $972 | $1,457-33.3% | $2,727-64.4% | $2,623-63.0% |
| Participant deferral / active EE | $2,764 | $2,731+1.2% | $4,519-38.8% | $4,346-36.4% |
| Admin fee / account holder | $4,911 | $2,209+122.3% | $6,149-20.1% | $1,942+152.9% |