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 | $37,900 | $72,492-47.7% | $87,100-56.5% | $72,985-48.1% |
| Participation rate | 58.2% | 72.8%-14.6pp | 76.9%-18.7pp | 69.5%-11.3pp |
| Annual return | 20.33% | 24.46%-4.1pp | 28.19%-7.9pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,009 | $1,894+6.1% | $2,521-20.3% | $2,440-17.7% |
| Participant deferral / active EE | $4,125 | $3,270+26.2% | $4,049+1.9% | $3,607+14.3% |
| Admin fee / account holder | $754 | $5,055-85.1% | $7,497-89.9% | $5,124-85.3% |