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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,435 | $111,608-53.0% | $177,821-70.5% | $73,409-28.6% |
| Participation rate | 35.1% | 87.9%-52.7pp | 87.7%-52.6pp | 72.2%-37.0pp |
| Annual return | 22.19% | 18.23%+4.0pp | 48.32%-26.1pp | 59.29%-37.1pp |
| Employer contribution / active EE | $1,809 | $3,796-52.4% | $5,918-69.4% | $2,234-19.0% |
| Participant deferral / active EE | $3,505 | $6,199-43.5% | $7,714-54.6% | $3,805-7.9% |
| Admin fee / account holder | $406 | $166+145.0% | $12,427-96.7% | $158+156.9% |