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 8-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 | $117,681 | $73,933+59.2% | $96,683+21.7% | $75,163+56.6% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 19.87% | 26.70%-6.8pp | 35.69%-15.8pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,602 | $2,928-11.1% | $3,737-30.4% | $2,670-2.5% |
| Participant deferral / active EE | $5,916 | $3,659+61.7% | $4,878+21.3% | $4,125+43.4% |
| Admin fee / account holder | $3,431 | $5,216-34.2% | $6,730-49.0% | $5,651-39.3% |