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 | $171,893 | $109,881+56.4% | $150,045+14.6% | $84,808+102.7% |
| Participation rate | 46.5% | 76.1%-29.6pp | 82.3%-35.8pp | 68.3%-21.8pp |
| Annual return | 15.91% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,240 | $3,561-37.1% | $4,693-52.3% | $2,631-14.9% |
| Participant deferral / active EE | $3,033 | $6,636-54.3% | $7,997-62.1% | $4,212-28.0% |
| Admin fee / account holder | $4,780 | $8,568-44.2% | $13,435-64.4% | $7,344-34.9% |