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 | $140,574 | $47,848+193.8% | $81,478+72.5% | $70,131+100.4% |
| Participation rate | 30.4% | 58.3%-27.9pp | 68.0%-37.6pp | 69.5%-39.2pp |
| Annual return | 24.26% | 27.25%-3.0pp | 38.78%-14.5pp | 73.14%-48.9pp |
| Employer contribution / active EE | $1,075 | $1,527-29.6% | $2,568-58.1% | $2,342-54.1% |
| Participant deferral / active EE | $2,900 | $2,453+18.2% | $3,537-18.0% | $3,332-13.0% |
| Admin fee / account holder | $3,270 | $3,145+4.0% | $4,561-28.3% | $4,645-29.6% |