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 | $40,577 | $27,641+46.8% | $61,373-33.9% | $68,494-40.8% |
| Participation rate | 16.7% | 39.5%-22.8pp | 52.6%-35.9pp | 67.9%-51.2pp |
| Annual return | -17.61% | -13.24%-4.4pp | 338.61%-356.2pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $502 | $1,263-60.3% | $2,125-76.4% | $4,027-87.5% |
| Admin fee / account holder | $378 | $2,010-81.2% | $2,130-82.3% | $5,403-93.0% |