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 | $98,350 | $58,512+68.1% | $84,015+17.1% | $72,985+34.8% |
| Participation rate | 61.9% | 61.2%+0.7pp | 69.0%-7.1pp | 69.5%-7.6pp |
| Annual return | 22.13% | 28.93%-6.8pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,555 | $1,163+33.7% | $1,983-21.6% | $2,440-36.3% |
| Participant deferral / active EE | $2,923 | $2,394+22.1% | $3,239-9.7% | $3,607-19.0% |
| Admin fee / account holder | $8,870 | $4,569+94.1% | $6,101+45.4% | $5,124+73.1% |