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 4-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 | $114,124 | $60,022+90.1% | $88,946+28.3% | $84,808+34.6% |
| Participation rate | 27.6% | 57.8%-30.2pp | 68.8%-41.2pp | 68.3%-40.7pp |
| Annual return | 17.06% | 22.43%-5.4pp | 57.82%-40.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $986 | $1,703-42.1% | $2,555-61.4% | $2,631-62.5% |
| Participant deferral / active EE | $2,916 | $3,114-6.4% | $4,581-36.4% | $4,212-30.8% |
| Admin fee / account holder | $2,337 | $4,811-51.4% | $8,261-71.7% | $7,344-68.2% |