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 | $53,039 | $51,175+3.6% | $70,515-24.8% | $75,163-29.4% |
| Participation rate | 25.0% | 60.9%-35.9pp | 68.3%-43.3pp | 67.2%-42.2pp |
| Annual return | 17.10% | 30.02%-12.9pp | 32.77%-15.7pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,221 | $1,826-33.1% | $2,973-58.9% | $2,670-54.3% |
| Participant deferral / active EE | $2,123 | $2,849-25.5% | $4,567-53.5% | $4,125-48.5% |
| Admin fee / account holder | $1,712 | $4,091-58.1% | $6,412-73.3% | $5,651-69.7% |