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 | $76,848 | $73,867+4.0% | $143,757-46.5% | $68,494+12.2% |
| Participation rate | 57.9% | 66.7%-8.8pp | 80.3%-22.4pp | 67.9%-10.0pp |
| Annual return | -19.04% | 1.01%-20.0pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $752 | $3,184-76.4% | $4,951-84.8% | $2,596-71.0% |
| Participant deferral / active EE | $6,768 | $3,384+100.0% | $5,637+20.1% | $4,027+68.1% |
| Admin fee / account holder | $1,047 | $5,755-81.8% | $14,673-92.9% | $5,403-80.6% |