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 | $100,788 | $95,803+5.2% | $113,168-10.9% | $84,808+18.8% |
| Participation rate | 52.9% | 72.9%-19.9pp | 76.6%-23.6pp | 68.3%-15.4pp |
| Annual return | 13.63% | 25.00%-11.4pp | 24.27%-10.6pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,959 | $2,360-17.0% | $2,975-34.2% | $2,631-25.5% |
| Participant deferral / active EE | $3,719 | $4,242-12.3% | $5,107-27.2% | $4,212-11.7% |
| Admin fee / account holder | $1,659 | $8,989-81.5% | $12,068-86.3% | $7,344-77.4% |