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 | $55,801 | $68,914-19.0% | $136,749-59.2% | $74,304-24.9% |
| Participation rate | 23.0% | 51.3%-28.3pp | 72.1%-49.1pp | 60.3%-37.3pp |
| Annual return | 13.28% | 16.34%-3.1pp | 24.33%-11.0pp | 29.43%-16.2pp |
| Employer contribution / active EE | $669 | $1,561-57.2% | $3,400-80.3% | $2,241-70.2% |
| Participant deferral / active EE | $1,374 | $2,541-45.9% | $4,692-70.7% | $3,767-63.5% |
| Admin fee / account holder | $1,905 | $3,149-39.5% | $11,386-83.3% | $2,969-35.8% |