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 | $32,086 | $51,175-37.3% | $70,515-54.5% | $75,163-57.3% |
| Participation rate | 69.4% | 60.9%+8.5pp | 68.3%+1.1pp | 67.2%+2.2pp |
| Annual return | 23.54% | 30.02%-6.5pp | 32.77%-9.2pp | 160.62%-137.1pp |
| Employer contribution / active EE | $1,743 | $1,826-4.5% | $2,973-41.4% | $2,670-34.7% |
| Participant deferral / active EE | $3,885 | $2,849+36.4% | $4,567-14.9% | $4,125-5.8% |
| Admin fee / account holder | $1,203 | $4,091-70.6% | $6,412-81.2% | $5,651-78.7% |