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 | $38,245 | $77,899-50.9% | $149,673-74.4% | $75,163-49.1% |
| Participation rate | 55.8% | 65.6%-9.8pp | 78.8%-23.0pp | 67.2%-11.4pp |
| Annual return | 21.47% | 31.72%-10.3pp | 134.42%-112.9pp | 160.62%-139.2pp |
| Employer contribution / active EE | $2,465 | $3,137-21.4% | $4,818-48.8% | $2,670-7.7% |
| Participant deferral / active EE | $4,473 | $3,411+31.1% | $5,680-21.3% | $4,125+8.4% |
| Admin fee / account holder | $514 | $5,956-91.4% | $13,210-96.1% | $5,651-90.9% |