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 | $31,099 | $54,541-43.0% | $78,778-60.5% | $70,131-55.7% |
| Participation rate | 67.1% | 60.8%+6.3pp | 69.2%-2.1pp | 69.5%-2.5pp |
| Annual return | 14.80% | 21.07%-6.3pp | 35.62%-20.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $806 | $1,089-26.0% | $1,986-59.4% | $2,342-65.6% |
| Participant deferral / active EE | $2,340 | $2,210+5.9% | $2,958-20.9% | $3,332-29.8% |
| Admin fee / account holder | $652 | $3,709-82.4% | $5,134-87.3% | $4,645-86.0% |