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 | $87,755 | $70,428+24.6% | $96,562-9.1% | $85,850+2.2% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.1pp | 69.3%-2.6pp |
| Annual return | 15.37% | 18.59%-3.2pp | 37.78%-22.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,051 | $1,413+45.1% | $2,356-13.0% | $2,565-20.0% |
| Participant deferral / active EE | $3,992 | $2,894+37.9% | $3,849+3.7% | $3,952+1.0% |
| Admin fee / account holder | $703 | $4,997-85.9% | $6,181-88.6% | $6,260-88.8% |