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 | $75,237 | $101,724-26.0% | $164,813-54.4% | $80,856-7.0% |
| Participation rate | 59.2% | 71.8%-12.6pp | 78.6%-19.4pp | 67.6%-8.5pp |
| Annual return | 13.60% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $992 | $2,953-66.4% | $4,341-77.1% | $2,755-64.0% |
| Participant deferral / active EE | $3,705 | $4,477-17.3% | $6,031-38.6% | $4,296-13.8% |
| Admin fee / account holder | $16,855 | $8,227+104.9% | $12,690+32.8% | $6,918+143.6% |