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 | $99,073 | $83,477+18.7% | $125,175-20.9% | $72,985+35.7% |
| Participation rate | 54.7% | 73.3%-18.6pp | 79.8%-25.1pp | 69.5%-14.8pp |
| Annual return | 22.47% | 25.78%-3.3pp | 43.79%-21.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,314 | $2,345-44.0% | $3,865-66.0% | $2,440-46.1% |
| Participant deferral / active EE | $2,577 | $3,585-28.1% | $4,937-47.8% | $3,607-28.6% |
| Admin fee / account holder | $1,345 | $5,517-75.6% | $9,702-86.1% | $5,124-73.8% |