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 | $75,691 | $53,516+41.4% | $126,539-40.2% | $84,808-10.7% |
| Participation rate | 55.3% | 58.2%-3.0pp | 69.8%-14.6pp | 68.3%-13.0pp |
| Annual return | 18.40% | 58.34%-39.9pp | 425.95%-407.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,938 | $1,535+26.3% | $3,674-47.3% | $2,631-26.3% |
| Participant deferral / active EE | $5,355 | $2,671+100.5% | $4,083+31.2% | $4,212+27.1% |
| Admin fee / account holder | $826 | $4,497-81.6% | $6,065-86.4% | $7,344-88.7% |