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 | $17,651 | $46,869-62.3% | $122,332-85.6% | $70,131-74.8% |
| Participation rate | 38.7% | 58.2%-19.5pp | 71.6%-32.9pp | 69.5%-30.8pp |
| Annual return | 30.12% | 24.22%+5.9pp | 30.27%-0.2pp | 73.14%-43.0pp |
| Employer contribution / active EE | $661 | $1,288-48.7% | $4,050-83.7% | $2,342-71.8% |
| Participant deferral / active EE | $1,530 | $2,166-29.4% | $3,287-53.4% | $3,332-54.1% |
| Admin fee / account holder | $515 | $3,322-84.5% | $5,478-90.6% | $4,645-88.9% |