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 | $86,240 | $72,277+19.3% | $101,248-14.8% | $79,858+8.0% |
| Participation rate | 63.3% | 68.5%-5.2pp | 75.8%-12.5pp | 69.6%-6.4pp |
| Annual return | 22.75% | 22.30%+0.5pp | 46.47%-23.7pp | 31.71%-9.0pp |
| Employer contribution / active EE | $2,328 | $2,692-13.5% | $3,660-36.4% | $2,471-5.8% |
| Participant deferral / active EE | $4,041 | $3,282+23.2% | $4,370-7.5% | $3,740+8.1% |
| Admin fee / account holder | $5,480 | $4,400+24.5% | $5,945-7.8% | $5,306+3.3% |