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 | $29,334 | $77,899-62.3% | $149,673-80.4% | $75,163-61.0% |
| Participation rate | 59.7% | 65.6%-5.8pp | 78.8%-19.0pp | 67.2%-7.5pp |
| Annual return | 20.64% | 31.72%-11.1pp | 134.42%-113.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,088 | $3,137-33.4% | $4,818-56.7% | $2,670-21.8% |
| Participant deferral / active EE | $4,786 | $3,411+40.3% | $5,680-15.7% | $4,125+16.0% |
| Admin fee / account holder | $1,907 | $5,956-68.0% | $13,210-85.6% | $5,651-66.3% |