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 | $97,704 | $67,606+44.5% | $82,313+18.7% | $70,131+39.3% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.9%-7.2pp | 69.5%+0.2pp |
| Annual return | 12.60% | 21.57%-9.0pp | 25.88%-13.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,511 | $1,755-13.9% | $2,428-37.8% | $2,342-35.5% |
| Participant deferral / active EE | $3,287 | $2,987+10.0% | $3,706-11.3% | $3,332-1.4% |
| Admin fee / account holder | $5,411 | $4,512+19.9% | $5,608-3.5% | $4,645+16.5% |