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 | $67,191 | $48,076+39.8% | $78,689-14.6% | $62,891+6.8% |
| Participation rate | 42.0% | 65.2%-23.2pp | 73.6%-31.5pp | 69.3%-27.3pp |
| Annual return | 8.19% | 31.35%-23.2pp | 62.18%-54.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $956 | $2,588-63.1% | $3,517-72.8% | $3,203-70.1% |
| Admin fee / account holder | $379 | $3,207-88.2% | $4,510-91.6% | $4,296-91.2% |