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 | $44,566 | $95,803-53.5% | $113,168-60.6% | $84,808-47.5% |
| Participation rate | 59.4% | 72.9%-13.4pp | 76.6%-17.1pp | 68.3%-8.9pp |
| Annual return | 18.15% | 25.00%-6.9pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,354 | $2,360-0.3% | $2,975-20.9% | $2,631-10.5% |
| Participant deferral / active EE | $3,203 | $4,242-24.5% | $5,107-37.3% | $4,212-23.9% |
| Admin fee / account holder | $1,539 | $8,989-82.9% | $12,068-87.2% | $7,344-79.0% |