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 | $99,724 | $37,426+166.5% | $77,482+28.7% | $79,858+24.9% |
| Participation rate | 20.5% | 41.5%-21.0pp | 54.2%-33.7pp | 69.6%-49.1pp |
| Annual return | 17.17% | 39.70%-22.5pp | 54.79%-37.6pp | 31.71%-14.5pp |
| Employer contribution / active EE | $403 | $637-36.7% | $986-59.1% | $2,471-83.7% |
| Participant deferral / active EE | $854 | $1,260-32.2% | $1,861-54.1% | $3,740-77.2% |
| Admin fee / account holder | $1,413 | $2,504-43.6% | $2,858-50.5% | $5,306-73.4% |