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 | $104,233 | $91,552+13.9% | $133,956-22.2% | $79,858+30.5% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.5pp | 69.6%-11.3pp |
| Annual return | 18.34% | 61.85%-43.5pp | 45.09%-26.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,410 | $2,384-40.8% | $3,919-64.0% | $2,471-42.9% |
| Participant deferral / active EE | $3,361 | $3,733-10.0% | $5,048-33.4% | $3,740-10.1% |
| Admin fee / account holder | $3,497 | $6,321-44.7% | $8,927-60.8% | $5,306-34.1% |