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 | $88,147 | $101,724-13.3% | $164,813-46.5% | $80,856+9.0% |
| Participation rate | 68.6% | 71.8%-3.2pp | 78.6%-10.0pp | 67.6%+1.0pp |
| Annual return | 12.22% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,028 | $2,953+2.5% | $4,341-30.2% | $2,755+9.9% |
| Participant deferral / active EE | $5,363 | $4,477+19.8% | $6,031-11.1% | $4,296+24.8% |
| Admin fee / account holder | $1,855 | $8,227-77.5% | $12,690-85.4% | $6,918-73.2% |