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 | $37,507 | $57,541-34.8% | $95,745-60.8% | $75,163-50.1% |
| Participation rate | 31.9% | 62.5%-30.6pp | 72.3%-40.3pp | 67.2%-35.2pp |
| Annual return | 17.42% | 34.93%-17.5pp | 28.35%-10.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $993 | $1,808-45.1% | $2,835-65.0% | $2,670-62.8% |
| Participant deferral / active EE | $1,195 | $3,074-61.1% | $4,245-71.8% | $4,125-71.0% |
| Admin fee / account holder | $1,598 | $4,099-61.0% | $5,678-71.9% | $5,651-71.7% |