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 | $81,619 | $68,719+18.8% | $91,541-10.8% | $84,808-3.8% |
| Participation rate | 58.8% | 64.5%-5.7pp | 69.8%-11.0pp | 68.3%-9.5pp |
| Annual return | 16.02% | 19.12%-3.1pp | 20.50%-4.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,142 | $1,920+11.6% | $2,505-14.5% | $2,631-18.6% |
| Participant deferral / active EE | $4,609 | $3,136+47.0% | $4,008+15.0% | $4,212+9.4% |
| Admin fee / account holder | $11,525 | $5,786+99.2% | $6,956+65.7% | $7,344+56.9% |