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 | $109,724 | $76,367+43.7% | $93,606+17.2% | $72,985+50.3% |
| Participation rate | 60.0% | 71.7%-11.7pp | 75.8%-15.8pp | 69.5%-9.5pp |
| Annual return | 26.95% | 25.82%+1.1pp | 32.76%-5.8pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,058 | $2,275-53.5% | $2,718-61.1% | $2,440-56.7% |
| Participant deferral / active EE | $2,896 | $3,538-18.1% | $4,069-28.8% | $3,607-19.7% |
| Admin fee / account holder | $1,645 | $6,838-75.9% | $7,888-79.1% | $5,124-67.9% |