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 | $115,749 | $95,803+20.8% | $113,168+2.3% | $84,808+36.5% |
| Participation rate | 40.0% | 72.9%-32.9pp | 76.6%-36.6pp | 68.3%-28.3pp |
| Annual return | 16.50% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,952 | $2,360-17.3% | $2,975-34.4% | $2,631-25.8% |
| Participant deferral / active EE | $5,791 | $4,242+36.5% | $5,107+13.4% | $4,212+37.5% |
| Admin fee / account holder | $22,917 | $8,989+154.9% | $12,068+89.9% | $7,344+212.1% |