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 | $72,421 | $86,929-16.7% | $102,423-29.3% | $80,856-10.4% |
| Participation rate | 63.2% | 72.4%-9.2pp | 76.5%-13.3pp | 67.6%-4.5pp |
| Annual return | 15.90% | 18.88%-3.0pp | 29.32%-13.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,759 | $2,369-25.8% | $3,023-41.8% | $2,755-36.2% |
| Participant deferral / active EE | $3,493 | $4,118-15.2% | $5,053-30.9% | $4,296-18.7% |
| Admin fee / account holder | $7,290 | $8,049-9.4% | $9,451-22.9% | $6,918+5.4% |