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 | $61,607 | $58,512+5.3% | $84,015-26.7% | $72,985-15.6% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 19.18% | 28.93%-9.8pp | 71.31%-52.1pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,779 | $1,163+53.0% | $1,983-10.3% | $2,440-27.1% |
| Participant deferral / active EE | $2,789 | $2,394+16.5% | $3,239-13.9% | $3,607-22.7% |
| Admin fee / account holder | $1,354 | $4,569-70.4% | $6,101-77.8% | $5,124-73.6% |