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 | $30,046 | $65,395-54.1% | $182,532-83.5% | $72,985-58.8% |
| Participation rate | 68.1% | 65.4%+2.6pp | 78.0%-9.9pp | 69.5%-1.4pp |
| Annual return | 25.12% | 27.68%-2.6pp | 148.54%-123.4pp | 81.00%-55.9pp |
| Employer contribution / active EE | $388 | $1,911-79.7% | $4,076-90.5% | $2,440-84.1% |
| Participant deferral / active EE | $1,669 | $3,563-53.2% | $5,524-69.8% | $3,607-53.7% |
| Admin fee / account holder | $1,349 | $4,245-68.2% | $8,592-84.3% | $5,124-73.7% |