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 | $73,231 | $81,460-10.1% | $103,333-29.1% | $80,856-9.4% |
| Participation rate | 42.4% | 66.8%-24.4pp | 74.5%-32.1pp | 67.6%-25.2pp |
| Annual return | 13.30% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,680 | $3,105-45.9% | $3,868-56.6% | $2,755-39.0% |
| Participant deferral / active EE | $3,744 | $3,869-3.2% | $5,057-26.0% | $4,296-12.8% |
| Admin fee / account holder | $2,265 | $6,566-65.5% | $8,355-72.9% | $6,918-67.3% |