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 | $96,517 | $66,402+45.4% | $109,895-12.2% | $85,850+12.4% |
| Participation rate | 64.5% | 63.9%+0.7pp | 74.2%-9.7pp | 69.3%-4.8pp |
| Annual return | 12.15% | 19.59%-7.4pp | 29.45%-17.3pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,290 | $1,687-23.5% | $2,842-54.6% | $2,565-49.7% |
| Participant deferral / active EE | $2,361 | $2,842-16.9% | $4,048-41.7% | $3,952-40.2% |
| Admin fee / account holder | $2,908 | $4,557-36.2% | $6,066-52.1% | $6,260-53.5% |