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 | $113,049 | $87,013+29.9% | $106,213+6.4% | $80,856+39.8% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 16.81% | 17.05%-0.2pp | 116.14%-99.3pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,904 | $2,395+21.3% | $3,171-8.4% | $2,755+5.4% |
| Participant deferral / active EE | $8,052 | $3,986+102.0% | $5,016+60.5% | $4,296+87.4% |
| Admin fee / account holder | $3,591 | $8,431-57.4% | $11,033-67.4% | $6,918-48.1% |