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 | $69,162 | $125,758-45.0% | $169,993-59.3% | $75,163-8.0% |
| Participation rate | 57.6% | 83.6%-26.0pp | 87.0%-29.4pp | 67.2%-9.6pp |
| Annual return | 20.05% | 27.20%-7.1pp | 53.37%-33.3pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,011 | $4,615-56.4% | $6,785-70.4% | $2,670-24.7% |
| Participant deferral / active EE | $6,053 | $6,837-11.5% | $10,408-41.8% | $4,125+46.7% |
| Admin fee / account holder | $2,499 | $8,173-69.4% | $12,815-80.5% | $5,651-55.8% |