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 | $71,492 | $41,377+72.8% | $109,313-34.6% | $62,891+13.7% |
| Participation rate | 62.1% | 57.5%+4.5pp | 71.3%-9.2pp | 69.3%-7.2pp |
| Annual return | 8.56% | 11.05%-2.5pp | 22.07%-13.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $362 | $1,276-71.6% | $3,892-90.7% | $2,281-84.1% |
| Participant deferral / active EE | $1,635 | $2,045-20.1% | $3,166-48.4% | $3,203-49.0% |
| Admin fee / account holder | $3,197 | $2,884+10.8% | $5,666-43.6% | $4,296-25.6% |