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 5-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 | $64,769 | $54,705+18.4% | $71,209-9.0% | $84,808-23.6% |
| Participation rate | 64.6% | 64.1%+0.5pp | 73.8%-9.1pp | 68.3%-3.7pp |
| Annual return | 18.44% | 35.90%-17.5pp | 282.51%-264.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,644 | $2,158+22.5% | $2,721-2.8% | $2,631+0.5% |
| Participant deferral / active EE | $4,383 | $3,030+44.6% | $4,175+5.0% | $4,212+4.1% |
| Admin fee / account holder | $1,918 | $4,863-60.6% | $5,349-64.1% | $7,344-73.9% |