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 | $43,814 | $79,944-45.2% | $98,439-55.5% | $75,163-41.7% |
| Participation rate | 55.3% | 70.4%-15.1pp | 75.2%-19.9pp | 67.2%-11.9pp |
| Annual return | 16.45% | 19.75%-3.3pp | 21.16%-4.7pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,065 | $2,264-8.8% | $3,048-32.3% | $2,670-22.7% |
| Participant deferral / active EE | $2,796 | $3,752-25.5% | $4,738-41.0% | $4,125-32.2% |
| Admin fee / account holder | $1,032 | $6,840-84.9% | $8,948-88.5% | $5,651-81.7% |