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 | $39,725 | $63,924-37.9% | $108,579-63.4% | $55,167-28.0% |
| Participation rate | 69.9% | 74.3%-4.4pp | 79.6%-9.7pp | 69.0%+0.9pp |
| Annual return | 7.47% | 15.31%-7.8pp | -51.70%+59.2pp | 169.23%-161.8pp |
| Employer contribution / active EE | $844 | $1,879-55.1% | $3,758-77.6% | $1,963-57.0% |
| Participant deferral / active EE | $3,334 | $3,067+8.7% | $4,311-22.7% | $3,054+9.2% |
| Admin fee / account holder | $1,958 | $618+216.9% | $7,645-74.4% | $504+288.5% |