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 | $31,245 | $63,764-51.0% | $81,930-61.9% | $79,858-60.9% |
| Participation rate | 39.6% | 67.5%-27.9pp | 72.0%-32.4pp | 69.6%-30.0pp |
| Annual return | 20.35% | 22.66%-2.3pp | 29.49%-9.1pp | 31.71%-11.4pp |
| Employer contribution / active EE | $961 | $1,795-46.5% | $4,310-77.7% | $2,471-61.1% |
| Participant deferral / active EE | $1,973 | $2,780-29.1% | $7,107-72.2% | $3,740-47.3% |
| Admin fee / account holder | $2,011 | $4,426-54.6% | $5,158-61.0% | $5,306-62.1% |