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 | $54,281 | $100,773-46.1% | $88,946-39.0% | $142,382-61.9% |
| Participation rate | 42.1% | 74.3%-32.2pp | 68.8%-26.7pp | 80.1%-38.0pp |
| Annual return | 16.39% | 70.18%-53.8pp | 57.82%-41.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $621 | $2,918-78.7% | $2,555-75.7% | $4,299-85.5% |
| Participant deferral / active EE | $1,541 | $5,230-70.5% | $4,581-66.4% | $6,507-76.3% |
| Admin fee / account holder | $623 | $9,693-93.6% | $8,261-92.5% | $12,624-95.1% |