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 | $71,594 | $81,248-11.9% | $155,509-54.0% | $80,856-11.5% |
| Participation rate | 55.0% | 66.2%-11.2pp | 78.2%-23.2pp | 67.6%-12.6pp |
| Annual return | 10.86% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,710 | $3,100-12.6% | $4,672-42.0% | $2,755-1.6% |
| Participant deferral / active EE | $2,555 | $3,452-26.0% | $5,626-54.6% | $4,296-40.5% |
| Admin fee / account holder | $7,002 | $7,997-12.4% | $15,912-56.0% | $6,918+1.2% |