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 8-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 | $48,297 | $37,426+29.0% | $77,482-37.7% | $79,858-39.5% |
| Participation rate | 31.1% | 41.5%-10.4pp | 54.2%-23.0pp | 69.6%-38.5pp |
| Annual return | 13.39% | 39.70%-26.3pp | 54.79%-41.4pp | 31.71%-18.3pp |
| Employer contribution / active EE | $104 | $637-83.7% | $986-89.5% | $2,471-95.8% |
| Participant deferral / active EE | $632 | $1,260-49.8% | $1,861-66.0% | $3,740-83.1% |
| Admin fee / account holder | $418 | $2,504-83.3% | $2,858-85.4% | $5,306-92.1% |