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 | $32,612 | $65,365-50.1% | $92,893-64.9% | $72,985-55.3% |
| Participation rate | 63.5% | 68.3%-4.9pp | 76.0%-12.5pp | 69.5%-6.0pp |
| Annual return | 23.10% | 42.10%-19.0pp | 109.41%-86.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,698 | $2,594-34.6% | $3,653-53.5% | $2,440-30.4% |
| Participant deferral / active EE | $2,863 | $3,128-8.5% | $4,236-32.4% | $3,607-20.6% |
| Admin fee / account holder | $4,116 | $4,251-3.2% | $5,794-29.0% | $5,124-19.7% |