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 | $136,715 | $95,266+43.5% | $82,389+65.9% | $142,382-4.0% |
| Participation rate | 56.5% | 74.5%-17.9pp | 69.5%-13.0pp | 80.1%-23.6pp |
| Annual return | 14.85% | 25.74%-10.9pp | 28.67%-13.8pp | 217.08%-202.2pp |
| Employer contribution / active EE | $672 | $2,991-77.5% | $2,517-73.3% | $4,299-84.4% |
| Participant deferral / active EE | $2,994 | $4,809-37.7% | $4,155-27.9% | $6,507-54.0% |
| Admin fee / account holder | $23,093 | $8,563+169.7% | $7,231+219.4% | $12,624+82.9% |