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 | $90,208 | $109,881-17.9% | $150,045-39.9% | $84,808+6.4% |
| Participation rate | 48.4% | 76.1%-27.7pp | 82.3%-33.9pp | 68.3%-19.9pp |
| Annual return | 18.74% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,500 | $3,561-57.9% | $4,693-68.0% | $2,631-43.0% |
| Participant deferral / active EE | $2,673 | $6,636-59.7% | $7,997-66.6% | $4,212-36.5% |
| Admin fee / account holder | $3,400 | $8,568-60.3% | $13,435-74.7% | $7,344-53.7% |