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 8-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 | $98,831 | $81,248+21.6% | $155,509-36.4% | $80,856+22.2% |
| Participation rate | 41.9% | 66.2%-24.3pp | 78.2%-36.3pp | 67.6%-25.7pp |
| Annual return | 17.02% | 33.31%-16.3pp | 64.67%-47.6pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,555 | $3,100-49.8% | $4,672-66.7% | $2,755-43.5% |
| Participant deferral / active EE | $4,533 | $3,452+31.3% | $5,626-19.4% | $4,296+5.5% |
| Admin fee / account holder | $7,491 | $7,997-6.3% | $15,912-52.9% | $6,918+8.3% |