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 | $101,931 | $65,365+55.9% | $92,893+9.7% | $72,985+39.7% |
| Participation rate | 58.8% | 68.3%-9.5pp | 76.0%-17.2pp | 69.5%-10.7pp |
| Annual return | 22.61% | 42.10%-19.5pp | 109.41%-86.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,117 | $2,594+20.2% | $3,653-14.7% | $2,440+27.8% |
| Participant deferral / active EE | $5,387 | $3,128+72.2% | $4,236+27.2% | $3,607+49.3% |
| Admin fee / account holder | $3,876 | $4,251-8.8% | $5,794-33.1% | $5,124-24.4% |