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 | $127,919 | $215,361-40.6% | $171,082-25.2% | $273,961-53.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 8.36% | 25.14%-16.8pp | 32.56%-24.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,320 | $4,967-73.4% | $4,002-67.0% | $4,869-72.9% |
| Participant deferral / active EE | $2,503 | $5,543-54.8% | $4,797-47.8% | $5,287-52.7% |
| Admin fee / account holder | $4,845 | $10,846-55.3% | $8,520-43.1% | $10,132-52.2% |