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 | $186,204 | $56,054+232.2% | $171,082+8.8% | $62,891+196.1% |
| Participation rate | 67.7% | 62.9%+4.9pp | 76.7%-9.0pp | 69.3%-1.6pp |
| Annual return | 10.10% | 22.52%-12.4pp | 32.56%-22.5pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,216 | $3,158+96.8% | $4,797+29.6% | $3,203+94.1% |
| Admin fee / account holder | $490 | $3,647-86.6% | $8,520-94.3% | $4,296-88.6% |