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 | $39,992 | $56,897-29.7% | $84,750-52.8% | $62,891-36.4% |
| Participation rate | 51.7% | 68.5%-16.8pp | 76.6%-24.9pp | 69.3%-17.6pp |
| Annual return | 7.60% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,759 | $2,400-26.7% | $3,574-50.8% | $2,281-22.9% |
| Participant deferral / active EE | $2,367 | $2,709-12.6% | $3,712-36.2% | $3,203-26.1% |
| Admin fee / account holder | $945 | $3,581-73.6% | $5,332-82.3% | $4,296-78.0% |