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 | $131,920 | $238,490-44.7% | $180,183-26.8% | $142,382-7.3% |
| Participation rate | 45.5% | 82.3%-36.8pp | 77.4%-32.0pp | 80.1%-34.7pp |
| Annual return | 17.24% | 33.56%-16.3pp | 27.86%-10.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,457 | $6,143-76.3% | $5,039-71.1% | $4,299-66.1% |
| Participant deferral / active EE | $5,580 | $7,996-30.2% | $6,822-18.2% | $6,507-14.2% |
| Admin fee / account holder | $1,163 | $28,866-96.0% | $19,975-94.2% | $12,624-90.8% |