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 | $108,699 | $117,381-7.4% | $99,443+9.3% | $152,861-28.9% |
| Participation rate | 68.4% | 77.5%-9.1pp | 73.8%-5.4pp | 82.4%-14.0pp |
| Annual return | 20.98% | 31.87%-10.9pp | 30.72%-9.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,286 | $3,013-57.3% | $2,540-49.4% | $4,762-73.0% |
| Participant deferral / active EE | $3,592 | $4,086-12.1% | $3,619-0.7% | $5,850-38.6% |
| Admin fee / account holder | $1,281 | $7,631-83.2% | $6,250-79.5% | $11,596-89.0% |