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 | $110,028 | $81,248+35.4% | $155,509-29.2% | $80,856+36.1% |
| Participation rate | 54.5% | 66.2%-11.7pp | 78.2%-23.6pp | 67.6%-13.1pp |
| Annual return | 15.40% | 33.31%-17.9pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,813 | $3,100-41.5% | $4,672-61.2% | $2,755-34.2% |
| Participant deferral / active EE | $4,135 | $3,452+19.8% | $5,626-26.5% | $4,296-3.7% |
| Admin fee / account holder | $1,525 | $7,997-80.9% | $15,912-90.4% | $6,918-78.0% |