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 | $42,191 | $110,257-61.7% | $96,544-56.3% | $139,434-69.7% |
| Participation rate | 53.3% | 78.1%-24.8pp | 76.0%-22.6pp | 80.3%-27.0pp |
| Annual return | 13.91% | 26.32%-12.4pp | 25.84%-11.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,094 | $3,620-69.8% | $2,965-63.1% | $4,751-77.0% |
| Participant deferral / active EE | $1,758 | $5,548-68.3% | $4,851-63.7% | $6,710-73.8% |
| Admin fee / account holder | $1,958 | $11,591-83.1% | $8,252-76.3% | $11,403-82.8% |