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 | $68,397 | $56,053+22.0% | $75,972-10.0% | $80,856-15.4% |
| Participation rate | 58.1% | 62.0%-3.9pp | 69.1%-10.9pp | 67.6%-9.5pp |
| Annual return | 14.37% | 20.53%-6.2pp | 359.55%-345.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,036 | $1,874-44.7% | $2,685-61.4% | $2,755-62.4% |
| Participant deferral / active EE | $3,621 | $3,052+18.7% | $4,255-14.9% | $4,296-15.7% |
| Admin fee / account holder | $606 | $5,234-88.4% | $6,467-90.6% | $6,918-91.2% |