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 | $83,223 | $109,413-23.9% | $156,263-46.7% | $84,808-1.9% |
| Participation rate | 49.0% | 72.7%-23.7pp | 78.9%-29.9pp | 68.3%-19.3pp |
| Annual return | 13.84% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,574 | $2,907-11.5% | $4,333-40.6% | $2,631-2.2% |
| Participant deferral / active EE | $4,520 | $4,590-1.5% | $6,158-26.6% | $4,212+7.3% |
| Admin fee / account holder | $2,826 | $9,357-69.8% | $14,255-80.2% | $7,344-61.5% |