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 8-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 | $111,711 | $70,428+58.6% | $96,562+15.7% | $85,850+30.1% |
| Participation rate | 44.0% | 61.8%-17.8pp | 69.8%-25.8pp | 69.3%-25.3pp |
| Annual return | 16.26% | 18.59%-2.3pp | 37.78%-21.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,401 | $1,413-0.8% | $2,356-40.5% | $2,565-45.4% |
| Participant deferral / active EE | $5,342 | $2,894+84.6% | $3,849+38.8% | $3,952+35.2% |
| Admin fee / account holder | $5,687 | $4,997+13.8% | $6,181-8.0% | $6,260-9.2% |