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 | $39,354 | $42,383-7.1% | $76,523-48.6% | $64,186-38.7% |
| Participation rate | 68.0% | 58.1%+9.9pp | 68.0%0pp | 69.6%-1.6pp |
| Annual return | -6.58% | -16.54%+10.0pp | -0.27%-6.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,625 | $1,563+3.9% | $2,647-38.6% | $2,381-31.8% |
| Participant deferral / active EE | $3,261 | $2,566+27.1% | $3,835-15.0% | $3,470-6.0% |
| Admin fee / account holder | $1,522 | $3,198-52.4% | $4,848-68.6% | $4,888-68.9% |