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 7-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 | $49,677 | $91,190-45.5% | $178,490-72.2% | $79,858-37.8% |
| Participation rate | 52.0% | 69.2%-17.2pp | 81.9%-29.9pp | 69.6%-17.6pp |
| Annual return | 15.85% | 24.19%-8.3pp | 151.07%-135.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $979 | $3,256-69.9% | $5,011-80.5% | $2,471-60.4% |
| Participant deferral / active EE | $3,057 | $3,236-5.5% | $5,202-41.2% | $3,740-18.3% |
| Admin fee / account holder | $1,081 | $6,751-84.0% | $13,984-92.3% | $5,306-79.6% |