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 7-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 | $19,113 | $77,899-75.5% | $149,673-87.2% | $75,163-74.6% |
| Participation rate | 64.8% | 65.6%-0.8pp | 78.8%-14.0pp | 67.2%-2.4pp |
| Annual return | 16.45% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $798 | $3,137-74.6% | $4,818-83.4% | $2,670-70.1% |
| Participant deferral / active EE | $2,663 | $3,411-21.9% | $5,680-53.1% | $4,125-35.4% |
| Admin fee / account holder | $487 | $5,956-91.8% | $13,210-96.3% | $5,651-91.4% |