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 | $57,489 | $39,019+47.3% | $80,716-28.8% | $85,850-33.0% |
| Participation rate | 34.2% | 41.5%-7.3pp | 54.2%-20.0pp | 69.3%-35.1pp |
| Annual return | 11.41% | 26.27%-14.9pp | 87.28%-75.9pp | 318.53%-307.1pp |
| Employer contribution / active EE | $457 | $722-36.8% | $1,160-60.6% | $2,565-82.2% |
| Participant deferral / active EE | $1,758 | $1,326+32.6% | $2,146-18.1% | $3,952-55.5% |
| Admin fee / account holder | $2,129 | $2,431-12.4% | $3,380-37.0% | $6,260-66.0% |