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 | $68,372 | $109,881-37.8% | $150,045-54.4% | $84,808-19.4% |
| Participation rate | 56.6% | 76.1%-19.5pp | 82.3%-25.7pp | 68.3%-11.7pp |
| Annual return | 16.67% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,795 | $3,561-49.6% | $4,693-61.7% | $2,631-31.8% |
| Participant deferral / active EE | $3,746 | $6,636-43.6% | $7,997-53.2% | $4,212-11.1% |
| Admin fee / account holder | $4,184 | $8,568-51.2% | $13,435-68.9% | $7,344-43.0% |