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 | $43,508 | $72,277-39.8% | $101,248-57.0% | $79,858-45.5% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 18.77% | 22.30%-3.5pp | 46.47%-27.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,031 | $2,692-61.7% | $3,660-71.8% | $2,471-58.3% |
| Participant deferral / active EE | $3,672 | $3,282+11.9% | $4,370-16.0% | $3,740-1.8% |
| Admin fee / account holder | $719 | $4,400-83.7% | $5,945-87.9% | $5,306-86.4% |