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 | $96,045 | $81,460+17.9% | $103,333-7.1% | $80,856+18.8% |
| Participation rate | 42.6% | 66.8%-24.2pp | 74.5%-31.9pp | 67.6%-25.0pp |
| Annual return | 17.66% | 25.55%-7.9pp | 24.88%-7.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,482 | $3,105-52.3% | $3,868-61.7% | $2,755-46.2% |
| Participant deferral / active EE | $3,675 | $3,869-5.0% | $5,057-27.3% | $4,296-14.5% |
| Admin fee / account holder | $3,940 | $6,566-40.0% | $8,355-52.8% | $6,918-43.0% |