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 | $91,522 | $60,022+52.5% | $88,946+2.9% | $84,808+7.9% |
| Participation rate | 50.0% | 57.8%-7.8pp | 68.8%-18.8pp | 68.3%-18.3pp |
| Annual return | 48.18% | 22.43%+25.8pp | 57.82%-9.6pp | 40.90%+7.3pp |
| Employer contribution / active EE | $1,017 | $1,703-40.3% | $2,555-60.2% | $2,631-61.4% |
| Participant deferral / active EE | $2,711 | $3,114-12.9% | $4,581-40.8% | $4,212-35.6% |
| Admin fee / account holder | $26,922 | $4,811+459.6% | $8,261+225.9% | $7,344+266.6% |