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 | $93,449 | $109,413-14.6% | $156,263-40.2% | $84,808+10.2% |
| Participation rate | 34.5% | 72.7%-38.2pp | 78.9%-44.4pp | 68.3%-33.8pp |
| Annual return | 15.62% | 20.18%-4.6pp | 59.47%-43.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,201 | $2,907-58.7% | $4,333-72.3% | $2,631-54.4% |
| Participant deferral / active EE | $3,395 | $4,590-26.0% | $6,158-44.9% | $4,212-19.4% |
| Admin fee / account holder | $2,372 | $9,357-74.6% | $14,255-83.4% | $7,344-67.7% |