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 | $42,314 | $95,862-55.9% | $79,550-46.8% | $134,475-68.5% |
| Participation rate | 43.5% | 75.0%-31.6pp | 69.5%-26.0pp | 81.2%-37.7pp |
| Annual return | -6.39% | -2.69%-3.7pp | 0.16%-6.6pp | 417.96%-424.4pp |
| Employer contribution / active EE | $769 | $3,128-75.4% | $2,413-68.1% | $4,740-83.8% |
| Participant deferral / active EE | $2,047 | $4,693-56.4% | $3,985-48.6% | $6,400-68.0% |
| Admin fee / account holder | $1,023 | $9,126-88.8% | $6,832-85.0% | $11,426-91.0% |