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 | $73,984 | $95,803-22.8% | $113,168-34.6% | $84,808-12.8% |
| Participation rate | 62.8% | 72.9%-10.1pp | 76.6%-13.8pp | 68.3%-5.5pp |
| Annual return | 15.47% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,248 | $2,360-4.8% | $2,975-24.5% | $2,631-14.6% |
| Participant deferral / active EE | $5,444 | $4,242+28.3% | $5,107+6.6% | $4,212+29.3% |
| Admin fee / account holder | $9,271 | $8,989+3.1% | $12,068-23.2% | $7,344+26.2% |