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 | $93,281 | $77,314+20.7% | $177,989-47.6% | $80,856+15.4% |
| Participation rate | 62.1% | 65.7%-3.6pp | 77.1%-15.0pp | 67.6%-5.5pp |
| Annual return | 11.61% | 18.09%-6.5pp | 294.48%-282.9pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,468 | $2,292-36.0% | $3,949-62.8% | $2,755-46.7% |
| Participant deferral / active EE | $3,699 | $4,411-16.1% | $6,276-41.1% | $4,296-13.9% |
| Admin fee / account holder | $14,917 | $7,191+107.4% | $10,363+43.9% | $6,918+115.6% |