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 7-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 | $60,015 | $81,460-26.3% | $103,333-41.9% | $80,856-25.8% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.6%+1.6pp |
| Annual return | 10.61% | 25.55%-14.9pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,974 | $3,105-4.2% | $3,868-23.1% | $2,755+7.9% |
| Participant deferral / active EE | $5,176 | $3,869+33.8% | $5,057+2.3% | $4,296+20.5% |
| Admin fee / account holder | $3,200 | $6,566-51.3% | $8,355-61.7% | $6,918-53.8% |