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 6-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 | $47,308 | $80,673-41.4% | $101,326-53.3% | $84,808-44.2% |
| Participation rate | 69.0% | 77.8%-8.8pp | 81.5%-12.5pp | 68.3%+0.7pp |
| Annual return | 18.68% | 38.95%-20.3pp | 36.82%-18.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,803 | $2,698-33.2% | $3,665-50.8% | $2,631-31.5% |
| Participant deferral / active EE | $4,971 | $6,840-27.3% | $7,994-37.8% | $4,212+18.0% |
| Admin fee / account holder | $637 | $12,784-95.0% | $11,185-94.3% | $7,344-91.3% |