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 | $28,483 | $70,428-59.6% | $96,562-70.5% | $85,850-66.8% |
| Participation rate | 40.0% | 61.8%-21.8pp | 69.8%-29.8pp | 69.3%-29.3pp |
| Annual return | 18.36% | 18.59%-0.2pp | 37.78%-19.4pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,044 | $1,413-26.1% | $2,356-55.7% | $2,565-59.3% |
| Participant deferral / active EE | $2,794 | $2,894-3.4% | $3,849-27.4% | $3,952-29.3% |
| Admin fee / account holder | $2,723 | $4,997-45.5% | $6,181-56.0% | $6,260-56.5% |