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 | $95,219 | $94,625+0.6% | $116,228-18.1% | $84,808+12.3% |
| Participation rate | 65.0% | 70.4%-5.4pp | 74.6%-9.6pp | 68.3%-3.3pp |
| Annual return | 12.95% | 20.40%-7.5pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,007 | $2,347-57.1% | $2,994-66.4% | $2,631-61.7% |
| Participant deferral / active EE | $1,930 | $3,972-51.4% | $4,953-61.0% | $4,212-54.2% |
| Admin fee / account holder | $1,113 | $10,091-89.0% | $11,989-90.7% | $7,344-84.8% |