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 | $68,188 | $71,050-4.0% | $93,606-27.2% | $80,856-15.7% |
| Participation rate | 48.0% | 60.4%-12.4pp | 68.7%-20.7pp | 67.6%-19.6pp |
| Annual return | 11.87% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,398 | $1,564-10.6% | $2,420-42.2% | $2,755-49.2% |
| Participant deferral / active EE | $2,847 | $4,034-29.4% | $4,411-35.5% | $4,296-33.7% |
| Admin fee / account holder | $2,628 | $6,945-62.2% | $8,285-68.3% | $6,918-62.0% |