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 6-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 | $76,908 | $80,717-4.7% | $154,803-50.3% | $84,808-9.3% |
| Participation rate | 43.1% | 66.8%-23.7pp | 78.1%-34.9pp | 68.3%-25.2pp |
| Annual return | 17.83% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,967 | $2,761+7.4% | $4,305-31.1% | $2,631+12.8% |
| Participant deferral / active EE | $5,779 | $3,303+74.9% | $5,540+4.3% | $4,212+37.2% |
| Admin fee / account holder | $13,313 | $6,746+97.4% | $14,329-7.1% | $7,344+81.3% |