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 | $63,723 | $57,016+11.8% | $84,966-25.0% | $80,856-21.2% |
| Participation rate | 25.6% | 56.3%-30.7pp | 67.5%-41.9pp | 67.6%-42.0pp |
| Annual return | 18.93% | 21.66%-2.7pp | 66.38%-47.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $985 | $1,798-45.2% | $2,727-63.9% | $2,755-64.2% |
| Participant deferral / active EE | $2,147 | $3,110-30.9% | $4,519-52.5% | $4,296-50.0% |
| Admin fee / account holder | $1,025 | $4,980-79.4% | $6,149-83.3% | $6,918-85.2% |