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 5-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 | $199,540 | $57,016+250.0% | $84,966+134.8% | $80,856+146.8% |
| Participation rate | 41.4% | 56.3%-15.0pp | 67.5%-26.1pp | 67.6%-26.3pp |
| Annual return | 10.79% | 21.66%-10.9pp | 66.38%-55.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $803 | $1,798-55.3% | $2,727-70.6% | $2,755-70.9% |
| Participant deferral / active EE | $3,505 | $3,110+12.7% | $4,519-22.4% | $4,296-18.4% |
| Admin fee / account holder | $8,495 | $4,980+70.6% | $6,149+38.2% | $6,918+22.8% |