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 | $58,705 | $78,672-25.4% | $109,143-46.2% | $85,850-31.6% |
| Participation rate | 68.6% | 68.3%+0.3pp | 75.9%-7.3pp | 69.3%-0.7pp |
| Annual return | 13.21% | 25.09%-11.9pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,185 | $2,735-20.1% | $3,722-41.3% | $2,565-14.8% |
| Participant deferral / active EE | $4,161 | $3,467+20.0% | $4,653-10.6% | $3,952+5.3% |
| Admin fee / account holder | $4,281 | $5,469-21.7% | $6,752-36.6% | $6,260-31.6% |