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 | $102,831 | $50,082+105.3% | $93,406+10.1% | $79,858+28.8% |
| Participation rate | 67.8% | 60.9%+6.9pp | 66.8%+1.0pp | 69.6%-1.8pp |
| Annual return | 17.94% | 24.59%-6.6pp | 78.05%-60.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,879 | $1,303+44.2% | $2,075-9.5% | $2,471-24.0% |
| Participant deferral / active EE | $4,311 | $2,212+94.9% | $3,126+37.9% | $3,740+15.3% |
| Admin fee / account holder | $4,259 | $3,454+23.3% | $5,230-18.6% | $5,306-19.7% |