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 | $62,153 | $46,869+32.6% | $122,332-49.2% | $70,131-11.4% |
| Participation rate | 61.5% | 58.2%+3.3pp | 71.6%-10.1pp | 69.5%-8.0pp |
| Annual return | 17.64% | 24.22%-6.6pp | 30.27%-12.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $894 | $1,288-30.6% | $4,050-77.9% | $2,342-61.8% |
| Participant deferral / active EE | $3,351 | $2,166+54.7% | $3,287+1.9% | $3,332+0.6% |
| Admin fee / account holder | $1,692 | $3,322-49.1% | $5,478-69.1% | $4,645-63.6% |