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 | $47,803 | $58,208-17.9% | $81,812-41.6% | $80,856-40.9% |
| Participation rate | 52.0% | 63.4%-11.4pp | 72.3%-20.3pp | 67.6%-15.6pp |
| Annual return | 17.55% | 41.66%-24.1pp | 773.79%-756.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,381 | $2,340-41.0% | $2,912-52.6% | $2,755-49.9% |
| Participant deferral / active EE | $2,166 | $3,281-34.0% | $4,319-49.8% | $4,296-49.6% |
| Admin fee / account holder | $786 | $4,981-84.2% | $7,386-89.4% | $6,918-88.6% |