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 9-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 | $73,307 | $47,922+53.0% | $75,886-3.4% | $65,185+12.5% |
| Participation rate | 48.1% | 63.0%-14.8pp | 69.3%-21.1pp | 70.2%-22.1pp |
| Annual return | 19.24% | 24.12%-4.9pp | 30.76%-11.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $1,346 | $1,557-13.6% | $2,500-46.2% | $2,177-38.2% |
| Participant deferral / active EE | $1,542 | $2,550-39.5% | $3,603-57.2% | $3,514-56.1% |
| Admin fee / account holder | $3,309 | $532+522.5% | $5,418-38.9% | $847+290.6% |