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 | $47,256 | $60,022-21.3% | $88,946-46.9% | $84,808-44.3% |
| Participation rate | 56.0% | 57.8%-1.8pp | 68.8%-12.8pp | 68.3%-12.3pp |
| Annual return | 16.29% | 22.43%-6.1pp | 57.82%-41.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $636 | $1,703-62.7% | $2,555-75.1% | $2,631-75.8% |
| Participant deferral / active EE | $2,105 | $3,114-32.4% | $4,581-54.1% | $4,212-50.0% |
| Admin fee / account holder | $338 | $4,811-93.0% | $8,261-95.9% | $7,344-95.4% |