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 | $36,596 | $99,985-63.4% | $146,665-75.0% | $85,850-57.4% |
| Participation rate | 52.1% | 73.1%-21.0pp | 80.1%-28.0pp | 69.3%-17.3pp |
| Annual return | 20.44% | 18.93%+1.5pp | 22.74%-2.3pp | 318.53%-298.1pp |
| Employer contribution / active EE | $985 | $2,559-61.5% | $4,136-76.2% | $2,565-61.6% |
| Participant deferral / active EE | $3,704 | $4,006-7.5% | $5,506-32.7% | $3,952-6.3% |
| Admin fee / account holder | $8,600 | $7,702+11.7% | $10,280-16.3% | $6,260+37.4% |