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 9-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 | $78,064 | $60,022+30.1% | $88,946-12.2% | $84,808-8.0% |
| Participation rate | 51.7% | 57.8%-6.2pp | 68.8%-17.2pp | 68.3%-16.6pp |
| Annual return | 19.38% | 22.43%-3.1pp | 57.82%-38.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,198 | $1,703-29.6% | $2,555-53.1% | $2,631-54.5% |
| Participant deferral / active EE | $3,909 | $3,114+25.5% | $4,581-14.7% | $4,212-7.2% |
| Admin fee / account holder | $3,465 | $4,811-28.0% | $8,261-58.1% | $7,344-52.8% |