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 | $65,404 | $81,460-19.7% | $103,333-36.7% | $80,856-19.1% |
| Participation rate | 48.5% | 66.8%-18.4pp | 74.5%-26.0pp | 67.6%-19.2pp |
| Annual return | 16.45% | 25.55%-9.1pp | 24.88%-8.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,529 | $3,105-50.8% | $3,868-60.5% | $2,755-44.5% |
| Participant deferral / active EE | $3,089 | $3,869-20.2% | $5,057-38.9% | $4,296-28.1% |
| Admin fee / account holder | $3,478 | $6,566-47.0% | $8,355-58.4% | $6,918-49.7% |