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 | $16,823 | $61,272-72.5% | $149,673-88.8% | $71,457-76.5% |
| Participation rate | 33.1% | 62.5%-29.4pp | 78.8%-45.7pp | 67.9%-34.8pp |
| Annual return | 30.99% | 35.85%-4.9pp | 134.42%-103.4pp | 28.85%+2.1pp |
| Employer contribution / active EE | $856 | $2,378-64.0% | $4,818-82.2% | $2,588-66.9% |
| Participant deferral / active EE | $1,816 | $2,917-37.7% | $5,680-68.0% | $4,289-57.6% |
| Admin fee / account holder | $1,151 | $1,261-8.8% | $13,210-91.3% | $1,587-27.5% |