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 9-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 | $79,860 | $158,817-49.7% | $121,196-34.1% | $135,375-41.0% |
| Participation rate | 60.0% | 79.3%-19.3pp | 71.7%-11.7pp | 82.6%-22.6pp |
| Annual return | -3.89% | -0.64%-3.3pp | 16.93%-20.8pp | 519.73%-523.6pp |
| Employer contribution / active EE | $986 | $5,665-82.6% | $4,022-75.5% | $4,779-79.4% |
| Participant deferral / active EE | $2,085 | $4,005-47.9% | $3,344-37.6% | $5,609-62.8% |
| Admin fee / account holder | $2,545 | $6,512-60.9% | $5,019-49.3% | $10,827-76.5% |