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 | $11,302 | $46,553-75.7% | $64,056-82.4% | $75,163-85.0% |
| Participation rate | 67.6% | 65.9%+1.6pp | 72.3%-4.7pp | 67.2%+0.4pp |
| Annual return | 21.78% | 26.03%-4.3pp | 33.69%-11.9pp | 160.62%-138.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,015 | $2,837-64.2% | $3,880-73.8% | $4,125-75.4% |
| Admin fee / account holder | $533 | $2,952-81.9% | $3,068-82.6% | $5,651-90.6% |