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 | $138,328 | $179,726-23.0% | $156,263-11.5% | $142,382-2.8% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.9%-24.4pp | 80.1%-25.6pp |
| Annual return | 12.64% | 77.86%-65.2pp | 59.47%-46.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,298 | $5,069-74.4% | $4,333-70.0% | $4,299-69.8% |
| Participant deferral / active EE | $2,183 | $6,956-68.6% | $6,158-64.6% | $6,507-66.5% |
| Admin fee / account holder | $1,737 | $17,272-89.9% | $14,255-87.8% | $12,624-86.2% |