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 | $29,349 | $51,175-42.7% | $70,515-58.4% | $75,163-61.0% |
| Participation rate | 53.8% | 60.9%-7.1pp | 68.3%-14.5pp | 67.2%-13.3pp |
| Annual return | 15.80% | 30.02%-14.2pp | 32.77%-17.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $932 | $1,826-48.9% | $2,973-68.6% | $2,670-65.1% |
| Participant deferral / active EE | $1,836 | $2,849-35.6% | $4,567-59.8% | $4,125-55.5% |
| Admin fee / account holder | $317 | $4,091-92.3% | $6,412-95.1% | $5,651-94.4% |