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 | $18,792 | $60,022-68.7% | $88,946-78.9% | $84,808-77.8% |
| Participation rate | 38.2% | 57.8%-19.7pp | 68.8%-30.7pp | 68.3%-30.1pp |
| Annual return | 25.02% | 22.43%+2.6pp | 57.82%-32.8pp | 40.90%-15.9pp |
| Employer contribution / active EE | $622 | $1,703-63.5% | $2,555-75.7% | $2,631-76.4% |
| Participant deferral / active EE | $1,213 | $3,114-61.1% | $4,581-73.5% | $4,212-71.2% |
| Admin fee / account holder | $1,530 | $4,811-68.2% | $8,261-81.5% | $7,344-79.2% |