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 | $52,860 | $52,279+1.1% | $89,391-40.9% | $79,858-33.8% |
| Participation rate | 25.8% | 57.5%-31.7pp | 68.0%-42.2pp | 69.6%-43.8pp |
| Annual return | 11.77% | 22.16%-10.4pp | 245.62%-233.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $729 | $1,572-53.6% | $2,586-71.8% | $2,471-70.5% |
| Participant deferral / active EE | $1,875 | $2,740-31.6% | $3,890-51.8% | $3,740-49.9% |
| Admin fee / account holder | $852 | $3,356-74.6% | $4,881-82.5% | $5,306-83.9% |