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 | $92,679 | $88,707+4.5% | $74,183+24.9% | $273,961-66.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 8.88% | 11.94%-3.1pp | 17.74%-8.9pp | 41.45%-32.6pp |
| Employer contribution / active EE | $728 | $3,159-77.0% | $2,370-69.3% | $4,869-85.1% |
| Participant deferral / active EE | $3,722 | $4,212-11.6% | $3,550+4.9% | $5,287-29.6% |
| Admin fee / account holder | $8,032 | $8,717-7.9% | $5,586+43.8% | $10,132-20.7% |