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 | $64,925 | $60,349+7.6% | $74,183-12.5% | $62,891+3.2% |
| Participation rate | 46.6% | 72.7%-26.2pp | 76.6%-30.0pp | 69.3%-22.7pp |
| Annual return | 14.35% | 21.37%-7.0pp | 17.74%-3.4pp | 20.14%-5.8pp |
| Employer contribution / active EE | $1,047 | $1,680-37.7% | $2,370-55.8% | $2,281-54.1% |
| Participant deferral / active EE | $1,674 | $2,856-41.4% | $3,550-52.8% | $3,203-47.7% |
| Admin fee / account holder | $10,891 | $4,261+155.6% | $5,586+95.0% | $4,296+153.5% |