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 | $86,524 | $109,881-21.3% | $150,045-42.3% | $84,808+2.0% |
| Participation rate | 67.6% | 76.1%-8.4pp | 82.3%-14.7pp | 68.3%-0.7pp |
| Annual return | 20.94% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,828 | $3,561-48.7% | $4,693-61.0% | $2,631-30.5% |
| Participant deferral / active EE | $7,597 | $6,636+14.5% | $7,997-5.0% | $4,212+80.4% |
| Admin fee / account holder | $3,393 | $8,568-60.4% | $13,435-74.7% | $7,344-53.8% |