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 | $11,926 | $45,698-73.9% | $61,048-80.5% | $72,985-83.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 79.3%-29.3pp | 69.5%-19.5pp |
| Annual return | 27.32% | 20.14%+7.2pp | 26.18%+1.1pp | 81.00%-53.7pp |
| Employer contribution / active EE | $627 | $2,803-77.6% | $3,716-83.1% | $2,440-74.3% |
| Participant deferral / active EE | $2,392 | $3,264-26.7% | $4,470-46.5% | $3,607-33.7% |
| Admin fee / account holder | $828 | $3,347-75.3% | $3,728-77.8% | $5,124-83.8% |