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 | $111,006 | $118,450-6.3% | $98,439+12.8% | $139,434-20.4% |
| Participation rate | 45.8% | 77.4%-31.6pp | 75.2%-29.3pp | 80.3%-34.5pp |
| Annual return | 16.27% | 18.94%-2.7pp | 21.16%-4.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $981 | $3,609-72.8% | $3,048-67.8% | $4,751-79.4% |
| Participant deferral / active EE | $1,727 | $5,392-68.0% | $4,738-63.6% | $6,710-74.3% |
| Admin fee / account holder | $565 | $14,026-96.0% | $8,948-93.7% | $11,403-95.0% |