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 | $155,097 | $74,927+107.0% | $101,794+52.4% | $84,808+82.9% |
| Participation rate | 15.0% | 61.4%-46.4pp | 69.2%-54.2pp | 68.3%-53.3pp |
| Annual return | 17.04% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $546 | $1,522-64.1% | $2,289-76.1% | $2,631-79.2% |
| Participant deferral / active EE | $1,512 | $3,099-51.2% | $4,084-63.0% | $4,212-64.1% |
| Admin fee / account holder | $489 | $6,514-92.5% | $8,777-94.4% | $7,344-93.3% |