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 | $120,040 | $214,378-44.0% | $200,582-40.2% | $142,382-15.7% |
| Participation rate | 68.2% | 87.4%-19.3pp | 86.9%-18.7pp | 80.1%-11.9pp |
| Annual return | 14.31% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,667 | $6,841-61.0% | $6,419-58.4% | $4,299-38.0% |
| Participant deferral / active EE | $5,663 | $9,865-42.6% | $9,331-39.3% | $6,507-13.0% |
| Admin fee / account holder | $14,883 | $17,692-15.9% | $16,305-8.7% | $12,624+17.9% |