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 | $62,911 | $70,428-10.7% | $96,562-34.8% | $85,850-26.7% |
| Participation rate | 45.2% | 61.8%-16.6pp | 69.8%-24.7pp | 69.3%-24.2pp |
| Annual return | 11.82% | 18.59%-6.8pp | 37.78%-26.0pp | 318.53%-306.7pp |
| Employer contribution / active EE | $834 | $1,413-41.0% | $2,356-64.6% | $2,565-67.5% |
| Participant deferral / active EE | $2,439 | $2,894-15.7% | $3,849-36.6% | $3,952-38.3% |
| Admin fee / account holder | $444 | $4,997-91.1% | $6,181-92.8% | $6,260-92.9% |