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 | $81,480 | $51,175+59.2% | $70,515+15.6% | $75,163+8.4% |
| Participation rate | 17.6% | 60.9%-43.3pp | 68.3%-50.7pp | 67.2%-49.5pp |
| Annual return | 20.24% | 30.02%-9.8pp | 32.77%-12.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $461 | $1,826-74.7% | $2,973-84.5% | $2,670-82.7% |
| Participant deferral / active EE | $1,086 | $2,849-61.9% | $4,567-76.2% | $4,125-73.7% |
| Admin fee / account holder | $3,529 | $4,091-13.7% | $6,412-45.0% | $5,651-37.5% |