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 | $81,342 | $81,248+0.1% | $155,509-47.7% | $80,856+0.6% |
| Participation rate | 27.9% | 66.2%-38.3pp | 78.2%-50.3pp | 67.6%-39.7pp |
| Annual return | 13.04% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $930 | $3,100-70.0% | $4,672-80.1% | $2,755-66.3% |
| Participant deferral / active EE | $2,835 | $3,452-17.9% | $5,626-49.6% | $4,296-34.0% |
| Admin fee / account holder | $1,412 | $7,997-82.3% | $15,912-91.1% | $6,918-79.6% |