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 | $78,162 | $127,065-38.5% | $113,168-30.9% | $142,382-45.1% |
| Participation rate | 61.5% | 79.2%-17.7pp | 76.6%-15.0pp | 80.1%-18.6pp |
| Annual return | 14.83% | 24.03%-9.2pp | 24.27%-9.4pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,430 | $3,442-29.4% | $2,975-18.3% | $4,299-43.5% |
| Participant deferral / active EE | $5,106 | $5,716-10.7% | $5,1070% | $6,507-21.5% |
| Admin fee / account holder | $566 | $15,736-96.4% | $12,068-95.3% | $12,624-95.5% |