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 | $95,301 | $74,927+27.2% | $101,794-6.4% | $84,808+12.4% |
| Participation rate | 61.5% | 61.4%+0.1pp | 69.2%-7.6pp | 68.3%-6.8pp |
| Annual return | 13.47% | 18.70%-5.2pp | 30.53%-17.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,868 | $1,522+22.8% | $2,289-18.4% | $2,631-29.0% |
| Participant deferral / active EE | $4,004 | $3,099+29.2% | $4,084-2.0% | $4,212-4.9% |
| Admin fee / account holder | $12,394 | $6,514+90.3% | $8,777+41.2% | $7,344+68.8% |