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 | $115,271 | $72,277+59.5% | $101,248+13.8% | $79,858+44.3% |
| Participation rate | 24.1% | 68.5%-44.4pp | 75.8%-51.8pp | 69.6%-45.6pp |
| Annual return | 17.66% | 22.30%-4.6pp | 46.47%-28.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $758 | $2,692-71.8% | $3,660-79.3% | $2,471-69.3% |
| Participant deferral / active EE | $2,301 | $3,282-29.9% | $4,370-47.3% | $3,740-38.5% |
| Admin fee / account holder | $377 | $4,400-91.4% | $5,945-93.7% | $5,306-92.9% |