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 | $47,329 | $86,944-45.6% | $107,525-56.0% | $74,304-36.3% |
| Participation rate | 53.5% | 59.6%-6.0pp | 75.1%-21.5pp | 60.3%-6.8pp |
| Annual return | 18.19% | 23.52%-5.3pp | 181.32%-163.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,136 | $2,757-58.8% | $3,754-69.7% | $2,241-49.3% |
| Participant deferral / active EE | $2,025 | $3,554-43.0% | $5,116-60.4% | $3,767-46.2% |
| Admin fee / account holder | $3,184 | $3,727-14.6% | $8,919-64.3% | $2,969+7.2% |