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 7-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 | $87,805 | $78,485+11.9% | $106,213-17.3% | $74,495+17.9% |
| Participation rate | 40.4% | 72.8%-32.5pp | 75.3%-34.9pp | 67.2%-26.8pp |
| Annual return | 15.26% | 15.95%-0.7pp | 116.14%-100.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,806 | $2,523-28.4% | $3,171-43.1% | $2,623-31.2% |
| Participant deferral / active EE | $3,079 | $4,322-28.8% | $5,016-38.6% | $4,346-29.1% |
| Admin fee / account holder | $3,080 | $2,232+38.0% | $11,033-72.1% | $1,942+58.6% |