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 | $134,888 | $148,978-9.5% | $200,582-32.8% | $84,808+59.1% |
| Participation rate | 63.6% | 84.2%-20.6pp | 86.9%-23.2pp | 68.3%-4.7pp |
| Annual return | 16.05% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,486 | $4,815-27.6% | $6,419-45.7% | $2,631+32.5% |
| Participant deferral / active EE | $4,429 | $7,142-38.0% | $9,331-52.5% | $4,212+5.2% |
| Admin fee / account holder | $6,155 | $13,977-56.0% | $16,305-62.2% | $7,344-16.2% |