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 7-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 | $41,318 | $74,927-44.9% | $101,794-59.4% | $84,808-51.3% |
| Participation rate | 32.2% | 61.4%-29.2pp | 69.2%-37.0pp | 68.3%-36.1pp |
| Annual return | 16.88% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $649 | $1,522-57.3% | $2,289-71.6% | $2,631-75.3% |
| Participant deferral / active EE | $1,596 | $3,099-48.5% | $4,084-60.9% | $4,212-62.1% |
| Admin fee / account holder | $1,970 | $6,514-69.8% | $8,777-77.6% | $7,344-73.2% |