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 | $36,036 | $49,915-27.8% | $154,803-76.7% | $74,304-51.5% |
| Participation rate | 30.3% | 54.0%-23.6pp | 78.1%-47.8pp | 60.3%-30.0pp |
| Annual return | 12.92% | 34.06%-21.1pp | 58.88%-46.0pp | 29.43%-16.5pp |
| Employer contribution / active EE | $273 | $1,611-83.1% | $4,305-93.7% | $2,241-87.8% |
| Participant deferral / active EE | $790 | $2,255-65.0% | $5,540-85.7% | $3,767-79.0% |
| Admin fee / account holder | $7,143 | $2,189+226.3% | $14,329-50.2% | $2,969+140.6% |