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 | $60,781 | $76,552-20.6% | $123,892-50.9% | $62,891-3.4% |
| Participation rate | 65.0% | 73.0%-8.0pp | 81.4%-16.4pp | 69.3%-4.3pp |
| Annual return | 9.99% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $4,005 | $2,883+38.9% | $4,617-13.2% | $2,281+75.6% |
| Participant deferral / active EE | $4,624 | $4,840-4.5% | $5,984-22.7% | $3,203+44.4% |
| Admin fee / account holder | $8,891 | $4,826+84.3% | $8,357+6.4% | $4,296+107.0% |