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 | $68,367 | $84,402-19.0% | $61,373+11.4% | $134,475-49.2% |
| Participation rate | 47.4% | 62.2%-14.8pp | 52.6%-5.2pp | 81.2%-33.9pp |
| Annual return | -17.42% | 584.55%-602.0pp | 338.61%-356.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,166 | $1,544-24.5% | $1,159+0.6% | $4,740-75.4% |
| Participant deferral / active EE | $2,519 | $2,819-10.6% | $2,125+18.6% | $6,400-60.6% |
| Admin fee / account holder | $2,206 | $2,585-14.7% | $2,130+3.6% | $11,426-80.7% |