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 7-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 | $28,363 | $78,926-64.1% | $136,749-79.3% | $84,808-66.6% |
| Participation rate | 33.3% | 62.2%-28.8pp | 72.1%-38.8pp | 68.3%-35.0pp |
| Annual return | 15.82% | 18.17%-2.4pp | 24.33%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,495 | $2,134-29.9% | $3,400-56.0% | $2,631-43.2% |
| Participant deferral / active EE | $2,278 | $3,168-28.1% | $4,692-51.4% | $4,212-45.9% |
| Admin fee / account holder | $2,825 | $6,369-55.6% | $11,386-75.2% | $7,344-61.5% |