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 | $49,833 | $72,492-31.3% | $87,100-42.8% | $72,985-31.7% |
| Participation rate | 67.0% | 72.8%-5.8pp | 76.9%-9.8pp | 69.5%-2.5pp |
| Annual return | 22.14% | 24.46%-2.3pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,517 | $1,894-19.9% | $2,521-39.8% | $2,440-37.8% |
| Participant deferral / active EE | $2,602 | $3,270-20.4% | $4,049-35.7% | $3,607-27.9% |
| Admin fee / account holder | $478 | $5,055-90.6% | $7,497-93.6% | $5,124-90.7% |