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 6-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 | $85,792 | $109,881-21.9% | $150,045-42.8% | $84,808+1.2% |
| Participation rate | 65.6% | 76.1%-10.5pp | 82.3%-16.7pp | 68.3%-2.7pp |
| Annual return | 17.54% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,476 | $3,561-2.4% | $4,693-25.9% | $2,631+32.1% |
| Participant deferral / active EE | $8,039 | $6,636+21.1% | $7,997+0.5% | $4,212+90.9% |
| Admin fee / account holder | $3,992 | $8,568-53.4% | $13,435-70.3% | $7,344-45.6% |