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 | $19,173 | $64,480-70.3% | $81,382-76.4% | $80,856-76.3% |
| Participation rate | 33.3% | 63.9%-30.5pp | 69.5%-36.2pp | 67.6%-34.3pp |
| Annual return | 12.48% | 16.34%-3.9pp | 24.73%-12.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $769 | $1,978-61.1% | $2,463-68.8% | $2,755-72.1% |
| Participant deferral / active EE | $2,198 | $3,094-28.9% | $3,883-43.4% | $4,296-48.8% |
| Admin fee / account holder | $598 | $5,671-89.5% | $5,768-89.6% | $6,918-91.4% |