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 | $46,886 | $48,795-3.9% | $65,493-28.4% | $84,808-44.7% |
| Participation rate | 48.9% | 67.0%-18.1pp | 73.1%-24.2pp | 68.3%-19.4pp |
| Annual return | 18.89% | 20.20%-1.3pp | 982.45%-963.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $987 | $1,930-48.9% | $2,574-61.7% | $2,631-62.5% |
| Participant deferral / active EE | $3,180 | $2,928+8.6% | $3,961-19.7% | $4,212-24.5% |
| Admin fee / account holder | $2,952 | $3,877-23.9% | $5,028-41.3% | $7,344-59.8% |