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 | $91,756 | $49,227+86.4% | $70,449+30.2% | $79,858+14.9% |
| Participation rate | 54.0% | 69.2%-15.2pp | 75.1%-21.1pp | 69.6%-15.7pp |
| Annual return | 13.21% | 30.06%-16.8pp | 109.03%-95.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,281 | $2,099+8.7% | $2,737-16.6% | $2,471-7.7% |
| Participant deferral / active EE | $3,769 | $2,768+36.2% | $3,709+1.6% | $3,740+0.8% |
| Admin fee / account holder | $3,307 | $2,878+14.9% | $3,845-14.0% | $5,306-37.7% |