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 | $71,670 | $76,367-6.2% | $93,606-23.4% | $72,985-1.8% |
| Participation rate | 55.6% | 71.7%-16.2pp | 75.8%-20.3pp | 69.5%-13.9pp |
| Annual return | 22.39% | 25.82%-3.4pp | 32.76%-10.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,112 | $2,275-7.2% | $2,718-22.3% | $2,440-13.4% |
| Participant deferral / active EE | $4,819 | $3,538+36.2% | $4,069+18.4% | $3,607+33.6% |
| Admin fee / account holder | $799 | $6,838-88.3% | $7,888-89.9% | $5,124-84.4% |