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 | $54,681 | $46,553+17.5% | $64,056-14.6% | $75,163-27.3% |
| Participation rate | 61.7% | 65.9%-4.3pp | 72.3%-10.6pp | 67.2%-5.5pp |
| Annual return | 17.64% | 26.03%-8.4pp | 33.69%-16.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $639 | $1,974-67.6% | $2,747-76.7% | $2,670-76.1% |
| Participant deferral / active EE | $1,044 | $2,837-63.2% | $3,880-73.1% | $4,125-74.7% |
| Admin fee / account holder | $2,457 | $2,952-16.8% | $3,068-19.9% | $5,651-56.5% |