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 | $53,677 | $72,492-26.0% | $87,100-38.4% | $72,985-26.5% |
| Participation rate | 69.6% | 72.8%-3.2pp | 76.9%-7.2pp | 69.5%+0.2pp |
| Annual return | 29.12% | 24.46%+4.7pp | 28.19%+0.9pp | 81.00%-51.9pp |
| Employer contribution / active EE | $3,110 | $1,894+64.2% | $2,521+23.3% | $2,440+27.5% |
| Participant deferral / active EE | $7,579 | $3,270+131.8% | $4,049+87.2% | $3,607+110.1% |
| Admin fee / account holder | $4,080 | $5,055-19.3% | $7,497-45.6% | $5,124-20.4% |