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 | $47,999 | $27,827+72.5% | $65,255-26.4% | $71,457-32.8% |
| Participation rate | 45.9% | 57.6%-11.7pp | 65.0%-19.1pp | 67.9%-22.0pp |
| Annual return | 15.59% | 41.58%-26.0pp | 47.35%-31.8pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,043 | $1,405-25.8% | $1,691-38.3% | $2,588-59.7% |
| Participant deferral / active EE | $1,958 | $1,861+5.2% | $2,831-30.8% | $4,289-54.3% |
| Admin fee / account holder | $1,161 | $3,850-69.8% | $4,112-71.8% | $1,587-26.9% |