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 | $120,135 | $109,881+9.3% | $150,045-19.9% | $84,808+41.7% |
| Participation rate | 62.2% | 76.1%-13.9pp | 82.3%-20.2pp | 68.3%-6.1pp |
| Annual return | 15.35% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,406 | $3,561-32.4% | $4,693-48.7% | $2,631-8.5% |
| Participant deferral / active EE | $5,746 | $6,636-13.4% | $7,997-28.1% | $4,212+36.4% |
| Admin fee / account holder | $5,386 | $8,568-37.1% | $13,435-59.9% | $7,344-26.7% |