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 | $104,319 | $46,553+124.1% | $64,056+62.9% | $75,163+38.8% |
| Participation rate | 34.6% | 65.9%-31.3pp | 72.3%-37.7pp | 67.2%-32.6pp |
| Annual return | 19.58% | 26.03%-6.5pp | 33.69%-14.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $756 | $1,974-61.7% | $2,747-72.5% | $2,670-71.7% |
| Participant deferral / active EE | $2,093 | $2,837-26.2% | $3,880-46.1% | $4,125-49.3% |
| Admin fee / account holder | $1,357 | $2,952-54.0% | $3,068-55.8% | $5,651-76.0% |