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 | $61,409 | $52,681+16.6% | $75,781-19.0% | $59,632+3.0% |
| Participation rate | 58.8% | 67.2%-8.4pp | 75.8%-17.0pp | 68.7%-9.8pp |
| Annual return | 21.26% | 2.95%+18.3pp | 9.68%+11.6pp | 2041.28%-2020.0pp |
| Employer contribution / active EE | $1,728 | $2,193-21.2% | $3,323-48.0% | $2,203-21.6% |
| Participant deferral / active EE | $3,294 | $2,591+27.2% | $3,651-9.8% | $3,192+3.2% |
| Admin fee / account holder | $1,829 | $3,610-49.3% | $5,299-65.5% | $4,297-57.4% |