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 | $82,304 | $81,208+1.3% | $98,907-16.8% | $79,858+3.1% |
| Participation rate | 49.2% | 72.5%-23.3pp | 76.0%-26.8pp | 69.6%-20.5pp |
| Annual return | 15.76% | 60.99%-45.2pp | 196.43%-180.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,796 | $1,960-8.3% | $2,689-33.2% | $2,471-27.3% |
| Participant deferral / active EE | $2,700 | $3,265-17.3% | $4,244-36.4% | $3,740-27.8% |
| Admin fee / account holder | $6,690 | $6,013+11.3% | $6,642+0.7% | $5,306+26.1% |