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 | $32,468 | $49,915-35.0% | $154,803-79.0% | $74,304-56.3% |
| Participation rate | 30.1% | 54.0%-23.8pp | 78.1%-47.9pp | 60.3%-30.2pp |
| Annual return | 19.66% | 34.06%-14.4pp | 58.88%-39.2pp | 29.43%-9.8pp |
| Employer contribution / active EE | $299 | $1,611-81.4% | $4,305-93.0% | $2,241-86.6% |
| Participant deferral / active EE | $2,513 | $2,255+11.4% | $5,540-54.6% | $3,767-33.3% |
| Admin fee / account holder | $3,013 | $2,189+37.6% | $14,329-79.0% | $2,969+1.5% |