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 | $75,308 | $65,041+15.8% | $90,951-17.2% | $79,858-5.7% |
| Participation rate | 69.7% | 61.6%+8.1pp | 69.0%+0.7pp | 69.6%+0.1pp |
| Annual return | 12.15% | 30.45%-18.3pp | 134.60%-122.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $321 | $1,247-74.3% | $2,122-84.9% | $2,471-87.0% |
| Participant deferral / active EE | $2,906 | $2,512+15.7% | $3,373-13.8% | $3,740-22.3% |
| Admin fee / account holder | $1,059 | $4,536-76.7% | $5,959-82.2% | $5,306-80.0% |