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 | $74,664 | $59,263+26.0% | $96,562-22.7% | $79,386-5.9% |
| Participation rate | 31.7% | 61.9%-30.2pp | 69.8%-38.1pp | 70.7%-39.0pp |
| Annual return | 12.17% | 27.07%-14.9pp | 37.78%-25.6pp | 116.85%-104.7pp |
| Employer contribution / active EE | $634 | $1,216-47.8% | $2,356-73.1% | $2,427-73.9% |
| Participant deferral / active EE | $1,577 | $2,948-46.5% | $3,849-59.0% | $4,046-61.0% |
| Admin fee / account holder | $8,345 | $658+1167.4% | $6,181+35.0% | $626+1232.2% |