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 | $44,023 | $53,822-18.2% | $75,696-41.8% | $85,850-48.7% |
| Participation rate | 60.3% | 69.1%-8.8pp | 74.8%-14.5pp | 69.3%-9.0pp |
| Annual return | 17.40% | 24.54%-7.1pp | 104.53%-87.1pp | 318.53%-301.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,753 | $2,895+133.3% | $3,821+76.7% | $3,952+70.9% |
| Admin fee / account holder | $7,391 | $3,343+121.1% | $3,619+104.2% | $6,260+18.1% |