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 | $62,412 | $78,926-20.9% | $136,749-54.4% | $84,808-26.4% |
| Participation rate | 52.3% | 62.2%-9.9pp | 72.1%-19.8pp | 68.3%-16.0pp |
| Annual return | 15.86% | 18.17%-2.3pp | 24.33%-8.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,662 | $2,134-22.1% | $3,400-51.1% | $2,631-36.8% |
| Participant deferral / active EE | $2,926 | $3,168-7.7% | $4,692-37.6% | $4,212-30.5% |
| Admin fee / account holder | $1,797 | $6,369-71.8% | $11,386-84.2% | $7,344-75.5% |