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 7-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 | $15,606 | $49,915-68.7% | $154,803-89.9% | $74,304-79.0% |
| Participation rate | 30.4% | 54.0%-23.5pp | 78.1%-47.6pp | 60.3%-29.9pp |
| Annual return | 22.95% | 34.06%-11.1pp | 58.88%-35.9pp | 29.43%-6.5pp |
| Employer contribution / active EE | $255 | $1,611-84.2% | $4,305-94.1% | $2,241-88.6% |
| Participant deferral / active EE | $863 | $2,255-61.7% | $5,540-84.4% | $3,767-77.1% |
| Admin fee / account holder | $453 | $2,189-79.3% | $14,329-96.8% | $2,969-84.7% |