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 | $58,472 | $72,277-19.1% | $101,248-42.2% | $79,858-26.8% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 16.60% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,268 | $2,692-15.7% | $3,660-38.0% | $2,471-8.2% |
| Participant deferral / active EE | $3,822 | $3,282+16.5% | $4,370-12.5% | $3,740+2.2% |
| Admin fee / account holder | $6,257 | $4,400+42.2% | $5,945+5.2% | $5,306+17.9% |