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 | $99,491 | $81,248+22.5% | $155,509-36.0% | $80,856+23.0% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 11.46% | 33.31%-21.9pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,963 | $3,100-36.7% | $4,672-58.0% | $2,755-28.7% |
| Participant deferral / active EE | $4,187 | $3,452+21.3% | $5,626-25.6% | $4,296-2.5% |
| Admin fee / account holder | $3,706 | $7,997-53.7% | $15,912-76.7% | $6,918-46.4% |