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 | $60,779 | $80,968-24.9% | $96,544-37.0% | $75,163-19.1% |
| Participation rate | 69.7% | 71.8%-2.1pp | 76.0%-6.3pp | 67.2%+2.5pp |
| Annual return | 14.85% | 27.06%-12.2pp | 25.84%-11.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,313 | $2,282+1.4% | $2,965-22.0% | $2,670-13.4% |
| Participant deferral / active EE | $4,181 | $3,928+6.4% | $4,851-13.8% | $4,125+1.4% |
| Admin fee / account holder | $2,133 | $6,724-68.3% | $8,252-74.2% | $5,651-62.3% |