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 | $75,023 | $48,046+56.1% | $84,611-11.3% | $72,985+2.8% |
| Participation rate | 65.7% | 57.6%+8.1pp | 68.2%-2.5pp | 69.5%-3.8pp |
| Annual return | 29.03% | 37.38%-8.4pp | 258.74%-229.7pp | 81.00%-52.0pp |
| Employer contribution / active EE | $424 | $1,602-73.5% | $2,652-84.0% | $2,440-82.6% |
| Participant deferral / active EE | $4,848 | $2,680+80.9% | $3,899+24.4% | $3,607+34.4% |
| Admin fee / account holder | $19,580 | $3,395+476.8% | $4,912+298.6% | $5,124+282.1% |