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 | $97,081 | $37,426+159.4% | $77,482+25.3% | $79,858+21.6% |
| Participation rate | 8.8% | 41.5%-32.7pp | 54.2%-45.4pp | 69.6%-60.8pp |
| Annual return | 20.95% | 39.70%-18.7pp | 54.79%-33.8pp | 31.71%-10.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $453 | $1,260-64.1% | $1,861-75.7% | $3,740-87.9% |
| Admin fee / account holder | $1,662 | $2,504-33.6% | $2,858-41.8% | $5,306-68.7% |