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 | $77,160 | $95,803-19.5% | $113,168-31.8% | $84,808-9.0% |
| Participation rate | 66.3% | 72.9%-6.5pp | 76.6%-10.2pp | 68.3%-2.0pp |
| Annual return | 15.43% | 25.00%-9.6pp | 24.27%-8.8pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,842 | $2,360-21.9% | $2,975-38.1% | $2,631-30.0% |
| Participant deferral / active EE | $2,826 | $4,242-33.4% | $5,107-44.7% | $4,212-32.9% |
| Admin fee / account holder | $1,675 | $8,989-81.4% | $12,068-86.1% | $7,344-77.2% |