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 5-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 | $27,652 | $68,547-59.7% | $120,354-77.0% | $80,856-65.8% |
| Participation rate | 45.5% | 61.6%-16.1pp | 71.9%-26.5pp | 67.6%-22.2pp |
| Annual return | 13.44% | 23.60%-10.2pp | 107.15%-93.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,452 | $2,051-29.2% | $3,463-58.1% | $2,755-47.3% |
| Participant deferral / active EE | $1,594 | $3,173-49.8% | $4,991-68.1% | $4,296-62.9% |
| Admin fee / account holder | $2,153 | $5,732-62.4% | $9,423-77.2% | $6,918-68.9% |