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 6-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 | $14,212 | $59,097-76.0% | $82,389-82.7% | $74,304-80.9% |
| Participation rate | 53.9% | 52.8%+1.1pp | 69.5%-15.6pp | 60.3%-6.4pp |
| Annual return | 17.15% | 22.85%-5.7pp | 28.67%-11.5pp | 29.43%-12.3pp |
| Employer contribution / active EE | $705 | $1,601-56.0% | $2,517-72.0% | $2,241-68.5% |
| Participant deferral / active EE | $2,053 | $2,775-26.0% | $4,155-50.6% | $3,767-45.5% |
| Admin fee / account holder | $3,159 | $4,489-29.6% | $7,231-56.3% | $2,969+6.4% |