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 | $29,633 | $72,277-59.0% | $101,248-70.7% | $79,858-62.9% |
| Participation rate | 23.7% | 68.5%-44.7pp | 75.8%-52.1pp | 69.6%-45.9pp |
| Annual return | 21.40% | 22.30%-0.9pp | 46.47%-25.1pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,242 | $2,692-53.9% | $3,660-66.1% | $2,471-49.7% |
| Participant deferral / active EE | $1,736 | $3,282-47.1% | $4,370-60.3% | $3,740-53.6% |
| Admin fee / account holder | $2,924 | $4,400-33.5% | $5,945-50.8% | $5,306-44.9% |