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 4-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 | $45,608 | $49,915-8.6% | $154,803-70.5% | $74,304-38.6% |
| Participation rate | 56.2% | 54.0%+2.2pp | 78.1%-21.9pp | 60.3%-4.2pp |
| Annual return | 21.17% | 34.06%-12.9pp | 58.88%-37.7pp | 29.43%-8.3pp |
| Employer contribution / active EE | $1,711 | $1,611+6.2% | $4,305-60.3% | $2,241-23.7% |
| Participant deferral / active EE | $2,139 | $2,255-5.1% | $5,540-61.4% | $3,767-43.2% |
| Admin fee / account holder | $1,781 | $2,189-18.6% | $14,329-87.6% | $2,969-40.0% |