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 | $97,420 | $135,635-28.2% | $110,238-11.6% | $135,375-28.0% |
| Participation rate | 37.5% | 83.5%-46.0pp | 79.8%-42.3pp | 82.6%-45.1pp |
| Annual return | -7.00% | 513.19%-520.2pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,900 | $4,906-61.3% | $3,826-50.4% | $4,779-60.2% |
| Participant deferral / active EE | $2,890 | $5,506-47.5% | $4,672-38.1% | $5,609-48.5% |
| Admin fee / account holder | $15,799 | $11,457+37.9% | $8,547+84.8% | $10,827+45.9% |