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 | $128,774 | $68,547+87.9% | $120,354+7.0% | $80,856+59.3% |
| Participation rate | 38.5% | 61.6%-23.1pp | 71.9%-33.4pp | 67.6%-29.2pp |
| Annual return | 12.21% | 23.60%-11.4pp | 107.15%-94.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,274 | $2,051-37.9% | $3,463-63.2% | $2,755-53.7% |
| Participant deferral / active EE | $2,605 | $3,173-17.9% | $4,991-47.8% | $4,296-39.4% |
| Admin fee / account holder | $1,549 | $5,732-73.0% | $9,423-83.6% | $6,918-77.6% |