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 | $94,193 | $54,541+72.7% | $78,778+19.6% | $70,131+34.3% |
| Participation rate | 41.9% | 60.8%-18.9pp | 69.2%-27.3pp | 69.5%-27.6pp |
| Annual return | 24.49% | 21.07%+3.4pp | 35.62%-11.1pp | 73.14%-48.6pp |
| Employer contribution / active EE | $1,415 | $1,089+30.0% | $1,986-28.7% | $2,342-39.6% |
| Participant deferral / active EE | $3,641 | $2,210+64.8% | $2,958+23.1% | $3,332+9.3% |
| Admin fee / account holder | $625 | $3,709-83.1% | $5,134-87.8% | $4,645-86.5% |