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 | $55,618 | $89,808-38.1% | $100,391-44.6% | $77,643-28.4% |
| Participation rate | 43.6% | 81.2%-37.6pp | 81.5%-37.9pp | 70.6%-26.9pp |
| Annual return | 18.98% | 20.62%-1.6pp | 49.20%-30.2pp | 31.24%-12.3pp |
| Employer contribution / active EE | $2,533 | $3,039-16.6% | $3,942-35.7% | $2,726-7.1% |
| Participant deferral / active EE | $4,613 | $8,284-44.3% | $8,082-42.9% | $4,647-0.7% |
| Admin fee / account holder | $495 | $174+183.6% | $7,899-93.7% | $430+14.9% |