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 8-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 | $66,426 | $55,371+20.0% | $95,585-30.5% | $74,304-10.6% |
| Participation rate | 13.7% | 53.8%-40.1pp | 72.1%-58.4pp | 60.3%-46.7pp |
| Annual return | 15.95% | 24.26%-8.3pp | 38.56%-22.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $400 | $1,437-72.2% | $2,527-84.2% | $2,241-82.2% |
| Participant deferral / active EE | $785 | $2,955-73.4% | $4,023-80.5% | $3,767-79.2% |
| Admin fee / account holder | $1,397 | $2,620-46.7% | $6,127-77.2% | $2,969-53.0% |