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 | $47,285 | $76,367-38.1% | $93,606-49.5% | $72,985-35.2% |
| Participation rate | 67.6% | 71.7%-4.1pp | 75.8%-8.2pp | 69.5%-1.8pp |
| Annual return | 20.63% | 25.82%-5.2pp | 32.76%-12.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,570 | $2,275+12.9% | $2,718-5.5% | $2,440+5.3% |
| Participant deferral / active EE | $3,534 | $3,538-0.1% | $4,069-13.1% | $3,607-2.0% |
| Admin fee / account holder | $2,520 | $6,838-63.1% | $7,888-68.1% | $5,124-50.8% |