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 | $98,899 | $74,927+32.0% | $101,794-2.8% | $84,808+16.6% |
| Participation rate | 62.9% | 61.4%+1.5pp | 69.2%-6.3pp | 68.3%-5.4pp |
| Annual return | 18.27% | 18.70%-0.4pp | 30.53%-12.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,637 | $1,522+73.3% | $2,289+15.2% | $2,631+0.2% |
| Participant deferral / active EE | $4,617 | $3,099+49.0% | $4,084+13.1% | $4,212+9.6% |
| Admin fee / account holder | $3,923 | $6,514-39.8% | $8,777-55.3% | $7,344-46.6% |