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 | $55,466 | $48,230+15.0% | $67,502-17.8% | $80,856-31.4% |
| Participation rate | 52.3% | 66.4%-14.1pp | 72.9%-20.6pp | 67.6%-15.4pp |
| Annual return | 12.36% | 18.28%-5.9pp | 3512.12%-3499.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $422 | $2,020-79.1% | $2,731-84.5% | $2,755-84.7% |
| Participant deferral / active EE | $2,920 | $2,924-0.1% | $4,000-27.0% | $4,296-32.0% |
| Admin fee / account holder | $2,134 | $3,681-42.0% | $3,998-46.6% | $6,918-69.2% |