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 | $95,278 | $94,625+0.7% | $116,228-18.0% | $84,808+12.3% |
| Participation rate | 57.6% | 70.4%-12.9pp | 74.6%-17.0pp | 68.3%-10.7pp |
| Annual return | 26.32% | 20.40%+5.9pp | 90.06%-63.7pp | 40.90%-14.6pp |
| Employer contribution / active EE | $1,860 | $2,347-20.7% | $2,994-37.9% | $2,631-29.3% |
| Participant deferral / active EE | $4,370 | $3,972+10.0% | $4,953-11.8% | $4,212+3.8% |
| Admin fee / account holder | $5,766 | $10,091-42.9% | $11,989-51.9% | $7,344-21.5% |