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 9-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 | $39,167 | $73,867-47.0% | $143,757-72.8% | $68,494-42.8% |
| Participation rate | 62.5% | 66.7%-4.2pp | 80.3%-17.8pp | 67.9%-5.4pp |
| Annual return | -15.22% | 1.01%-16.2pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,838 | $3,184-42.3% | $4,951-62.9% | $2,596-29.2% |
| Participant deferral / active EE | $3,851 | $3,384+13.8% | $5,637-31.7% | $4,027-4.4% |
| Admin fee / account holder | $2,311 | $5,755-59.8% | $14,673-84.2% | $5,403-57.2% |