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 | $81,026 | $72,277+12.1% | $101,248-20.0% | $79,858+1.5% |
| Participation rate | 39.5% | 68.5%-29.0pp | 75.8%-36.3pp | 69.6%-30.2pp |
| Annual return | 19.36% | 22.30%-2.9pp | 46.47%-27.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,089 | $2,692-59.5% | $3,660-70.2% | $2,471-55.9% |
| Participant deferral / active EE | $3,090 | $3,282-5.8% | $4,370-29.3% | $3,740-17.4% |
| Admin fee / account holder | $781 | $4,400-82.3% | $5,945-86.9% | $5,306-85.3% |