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 | $46,835 | $87,841-46.7% | $133,980-65.0% | $62,891-25.5% |
| Participation rate | 56.3% | 83.4%-27.1pp | 87.1%-30.8pp | 69.3%-13.1pp |
| Annual return | 8.22% | 12.05%-3.8pp | 29.30%-21.1pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,818 | $3,483-47.8% | $5,211-65.1% | $2,281-20.3% |
| Participant deferral / active EE | $3,054 | $4,812-36.5% | $6,282-51.4% | $3,203-4.7% |
| Admin fee / account holder | $6,369 | $5,371+18.6% | $9,324-31.7% | $4,296+48.3% |