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 | $111,604 | $74,927+48.9% | $101,794+9.6% | $84,808+31.6% |
| Participation rate | 43.2% | 61.4%-18.2pp | 69.2%-26.0pp | 68.3%-25.1pp |
| Annual return | 15.52% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,148 | $1,522-24.5% | $2,289-49.8% | $2,631-56.4% |
| Participant deferral / active EE | $3,258 | $3,099+5.1% | $4,084-20.2% | $4,212-22.6% |
| Admin fee / account holder | $15,314 | $6,514+135.1% | $8,777+74.5% | $7,344+108.5% |