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 | $107,127 | $71,050+50.8% | $93,606+14.4% | $80,856+32.5% |
| Participation rate | 55.6% | 60.4%-4.9pp | 68.7%-13.2pp | 67.6%-12.1pp |
| Annual return | 12.20% | 11.26%+0.9pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,227 | $1,564+106.4% | $2,420+33.4% | $2,755+17.2% |
| Participant deferral / active EE | $5,479 | $4,034+35.8% | $4,411+24.2% | $4,296+27.5% |
| Admin fee / account holder | $5,061 | $6,945-27.1% | $8,285-38.9% | $6,918-26.8% |