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 6-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 | $61,226 | $81,460-24.8% | $103,333-40.7% | $80,856-24.3% |
| Participation rate | 67.7% | 66.8%+0.9pp | 74.5%-6.8pp | 67.6%+0.1pp |
| Annual return | 25.23% | 25.55%-0.3pp | 24.88%+0.3pp | 35.59%-10.4pp |
| Employer contribution / active EE | $2,023 | $3,105-34.8% | $3,868-47.7% | $2,755-26.6% |
| Participant deferral / active EE | $3,280 | $3,869-15.2% | $5,057-35.1% | $4,296-23.7% |
| Admin fee / account holder | $3,374 | $6,566-48.6% | $8,355-59.6% | $6,918-51.2% |