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 | $139,666 | $74,927+86.4% | $101,794+37.2% | $84,808+64.7% |
| Participation rate | 54.5% | 61.4%-6.9pp | 69.2%-14.6pp | 68.3%-13.8pp |
| Annual return | 16.30% | 18.70%-2.4pp | 30.53%-14.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,388 | $1,522-8.8% | $2,289-39.4% | $2,631-47.3% |
| Participant deferral / active EE | $2,980 | $3,099-3.9% | $4,084-27.0% | $4,212-29.2% |
| Admin fee / account holder | $7,595 | $6,514+16.6% | $8,777-13.5% | $7,344+3.4% |