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 | $154,261 | $109,413+41.0% | $156,263-1.3% | $84,808+81.9% |
| Participation rate | 55.2% | 72.7%-17.5pp | 78.9%-23.7pp | 68.3%-13.1pp |
| Annual return | 16.76% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,643 | $2,907-43.5% | $4,333-62.1% | $2,631-37.5% |
| Participant deferral / active EE | $3,150 | $4,590-31.4% | $6,158-48.9% | $4,212-25.2% |
| Admin fee / account holder | $1,897 | $9,357-79.7% | $14,255-86.7% | $7,344-74.2% |