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 | $100,611 | $74,927+34.3% | $101,794-1.2% | $84,808+18.6% |
| Participation rate | 61.9% | 61.4%+0.5pp | 69.2%-7.3pp | 68.3%-6.4pp |
| Annual return | 15.15% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $887 | $1,522-41.7% | $2,289-61.3% | $2,631-66.3% |
| Participant deferral / active EE | $4,055 | $3,099+30.8% | $4,084-0.7% | $4,212-3.7% |
| Admin fee / account holder | $2,936 | $6,514-54.9% | $8,777-66.5% | $7,344-60.0% |