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 | $74,925 | $74,9270% | $101,794-26.4% | $84,808-11.7% |
| Participation rate | 67.2% | 61.4%+5.8pp | 69.2%-2.0pp | 68.3%-1.1pp |
| Annual return | 15.75% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,877 | $1,522+23.4% | $2,289-18.0% | $2,631-28.6% |
| Participant deferral / active EE | $3,218 | $3,099+3.8% | $4,084-21.2% | $4,212-23.6% |
| Admin fee / account holder | $752 | $6,514-88.5% | $8,777-91.4% | $7,344-89.8% |