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 | $57,536 | $71,516-19.5% | $98,439-41.6% | $71,457-19.5% |
| Participation rate | 41.6% | 72.7%-31.1pp | 75.2%-33.6pp | 67.9%-26.3pp |
| Annual return | 16.40% | 32.41%-16.0pp | 21.16%-4.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,200 | $2,399-50.0% | $3,048-60.6% | $2,588-53.6% |
| Participant deferral / active EE | $2,663 | $4,109-35.2% | $4,738-43.8% | $4,289-37.9% |
| Admin fee / account holder | $1,004 | $1,675-40.0% | $8,948-88.8% | $1,587-36.7% |