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 | $130,042 | $78,422+65.8% | $95,952+35.5% | $79,858+62.8% |
| Participation rate | 42.1% | 73.5%-31.4pp | 77.1%-35.0pp | 69.6%-27.5pp |
| Annual return | 20.30% | 19.37%+0.9pp | 91.61%-71.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,136 | $1,945-41.6% | $2,541-55.3% | $2,471-54.0% |
| Participant deferral / active EE | $4,353 | $3,440+26.6% | $4,167+4.5% | $3,740+16.4% |
| Admin fee / account holder | $1,602 | $5,622-71.5% | $6,795-76.4% | $5,306-69.8% |