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 | $33,308 | $60,795-45.2% | $69,455-52.0% | $65,185-48.9% |
| Participation rate | 51.3% | 74.9%-23.5pp | 74.6%-23.3pp | 70.2%-18.9pp |
| Annual return | 20.47% | 17.46%+3.0pp | 28.97%-8.5pp | 29.38%-8.9pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,670 | $3,162-47.2% | $3,535-52.8% | $3,514-52.5% |
| Admin fee / account holder | $1,418 | $314+352.0% | $3,839-63.1% | $847+67.4% |