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 | $65,473 | $43,327+51.1% | $59,878+9.3% | $64,186+2.0% |
| Participation rate | 62.1% | 69.2%-7.0pp | 74.7%-12.6pp | 69.6%-7.4pp |
| Annual return | -5.76% | -1.55%-4.2pp | 3.46%-9.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,162 | $2,028+6.6% | $2,722-20.6% | $2,381-9.2% |
| Participant deferral / active EE | $3,528 | $2,546+38.6% | $3,402+3.7% | $3,470+1.7% |
| Admin fee / account holder | $2,145 | $3,005-28.6% | $3,590-40.3% | $4,888-56.1% |