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 | $110,390 | $60,892+81.3% | $82,389+34.0% | $84,808+30.2% |
| Participation rate | 50.9% | 63.3%-12.4pp | 69.5%-18.7pp | 68.3%-17.4pp |
| Annual return | 14.25% | 37.29%-23.0pp | 28.67%-14.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,035 | $1,779-41.8% | $2,517-58.9% | $2,631-60.7% |
| Participant deferral / active EE | $2,206 | $3,179-30.6% | $4,155-46.9% | $4,212-47.6% |
| Admin fee / account holder | $8,926 | $5,467+63.3% | $7,231+23.4% | $7,344+21.5% |