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 | $115,507 | $40,256+186.9% | $57,343+101.4% | $59,632+93.7% |
| Participation rate | 59.6% | 69.2%-9.6pp | 75.1%-15.5pp | 68.7%-9.1pp |
| Annual return | 0.96% | 27.49%-26.5pp | 24.39%-23.4pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $2,003 | $1,922+4.2% | $2,689-25.5% | $2,203-9.1% |
| Participant deferral / active EE | $3,359 | $2,399+40.0% | $3,162+6.2% | $3,192+5.2% |
| Admin fee / account holder | $708 | $2,818-74.9% | $3,356-78.9% | $4,297-83.5% |