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 | $41,612 | $48,364-14.0% | $71,796-42.0% | $62,891-33.8% |
| Participation rate | 50.8% | 60.6%-9.9pp | 69.1%-18.3pp | 69.3%-18.5pp |
| Annual return | 9.79% | 13.16%-3.4pp | 78.04%-68.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $543 | $1,042-47.9% | $1,924-71.8% | $2,281-76.2% |
| Participant deferral / active EE | $1,930 | $2,091-7.7% | $2,794-30.9% | $3,203-39.7% |
| Admin fee / account holder | $1,255 | $3,771-66.7% | $4,815-73.9% | $4,296-70.8% |