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 6-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 | $107,860 | $57,016+89.2% | $84,966+26.9% | $80,856+33.4% |
| Participation rate | 56.3% | 56.3%-0.1pp | 67.5%-11.3pp | 67.6%-11.4pp |
| Annual return | 13.66% | 21.66%-8.0pp | 66.38%-52.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,612 | $1,798+100.9% | $2,727+32.4% | $2,755+31.1% |
| Participant deferral / active EE | $6,620 | $3,110+112.9% | $4,519+46.5% | $4,296+54.1% |
| Admin fee / account holder | $1,403 | $4,980-71.8% | $6,149-77.2% | $6,918-79.7% |