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 | $80,381 | $64,324+25.0% | $118,925-32.4% | $79,858+0.7% |
| Participation rate | 63.9% | 64.9%-1.0pp | 75.4%-11.5pp | 69.6%-5.7pp |
| Annual return | 12.84% | 86.45%-73.6pp | 35.88%-23.0pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,725 | $1,836-6.1% | $3,263-47.1% | $2,471-30.2% |
| Participant deferral / active EE | $3,756 | $2,824+33.0% | $4,265-11.9% | $3,740+0.4% |
| Admin fee / account holder | $4,048 | $4,040+0.2% | $6,581-38.5% | $5,306-23.7% |