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 | $53,650 | $95,803-44.0% | $113,168-52.6% | $84,808-36.7% |
| Participation rate | 40.0% | 72.9%-32.9pp | 76.6%-36.6pp | 68.3%-28.3pp |
| Annual return | 18.71% | 25.00%-6.3pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,401 | $2,360-40.7% | $2,975-52.9% | $2,631-46.8% |
| Participant deferral / active EE | $3,440 | $4,242-18.9% | $5,107-32.6% | $4,212-18.3% |
| Admin fee / account holder | $5,054 | $8,989-43.8% | $12,068-58.1% | $7,344-31.2% |