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 | $30,159 | $106,515-71.7% | $96,683-68.8% | $139,434-78.4% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.3%-12.8pp | 80.3%-18.8pp |
| Annual return | 16.35% | 38.43%-22.1pp | 35.69%-19.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $966 | $4,103-76.4% | $3,737-74.1% | $4,751-79.7% |
| Participant deferral / active EE | $1,908 | $5,454-65.0% | $4,878-60.9% | $6,710-71.6% |
| Admin fee / account holder | $3,191 | $7,877-59.5% | $6,730-52.6% | $11,403-72.0% |