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 | $50,095 | $74,927-33.1% | $101,794-50.8% | $84,808-40.9% |
| Participation rate | 67.2% | 61.4%+5.8pp | 69.2%-2.0pp | 68.3%-1.1pp |
| Annual return | 17.21% | 18.70%-1.5pp | 30.53%-13.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,893 | $1,522+24.4% | $2,289-17.3% | $2,631-28.0% |
| Participant deferral / active EE | $2,990 | $3,099-3.5% | $4,084-26.8% | $4,212-29.0% |
| Admin fee / account holder | $10,036 | $6,514+54.1% | $8,777+14.3% | $7,344+36.7% |