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 | $123,116 | $60,892+102.2% | $82,389+49.4% | $84,808+45.2% |
| Participation rate | 29.5% | 63.3%-33.8pp | 69.5%-40.1pp | 68.3%-38.8pp |
| Annual return | 16.03% | 37.29%-21.3pp | 28.67%-12.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $635 | $1,779-64.3% | $2,517-74.8% | $2,631-75.9% |
| Participant deferral / active EE | $1,788 | $3,179-43.8% | $4,155-57.0% | $4,212-57.6% |
| Admin fee / account holder | $3,367 | $5,467-38.4% | $7,231-53.4% | $7,344-54.2% |