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 | $74,992 | $57,541+30.3% | $95,745-21.7% | $75,163-0.2% |
| Participation rate | 61.5% | 62.5%-1.0pp | 72.3%-10.7pp | 67.2%-5.7pp |
| Annual return | 15.33% | 34.93%-19.6pp | 28.35%-13.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,098 | $1,808-39.3% | $2,835-61.3% | $2,670-58.9% |
| Participant deferral / active EE | $1,270 | $3,074-58.7% | $4,245-70.1% | $4,125-69.2% |
| Admin fee / account holder | $8,843 | $4,099+115.8% | $5,678+55.7% | $5,651+56.5% |