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 | $54,558 | $84,556-35.5% | $116,228-53.1% | $74,304-26.6% |
| Participation rate | 54.2% | 66.0%-11.9pp | 74.6%-20.4pp | 60.3%-6.2pp |
| Annual return | 15.61% | 18.35%-2.7pp | 90.06%-74.4pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,236 | $2,168-43.0% | $2,994-58.7% | $2,241-44.9% |
| Participant deferral / active EE | $2,404 | $3,814-37.0% | $4,953-51.5% | $3,767-36.2% |
| Admin fee / account holder | $2,749 | $3,792-27.5% | $11,989-77.1% | $2,969-7.4% |