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 | $120,298 | $109,359+10.0% | $162,163-25.8% | $72,985+64.8% |
| Participation rate | 64.9% | 84.3%-19.4pp | 87.6%-22.7pp | 69.5%-4.6pp |
| Annual return | 18.63% | 25.46%-6.8pp | 115.59%-97.0pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,783 | $3,907-28.8% | $5,614-50.4% | $2,440+14.1% |
| Participant deferral / active EE | $7,735 | $5,481+41.1% | $7,298+6.0% | $3,607+114.4% |
| Admin fee / account holder | $6,693 | $7,972-16.0% | $10,843-38.3% | $5,124+30.6% |