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 | $132,004 | $59,805+120.7% | $79,550+65.9% | $68,494+92.7% |
| Participation rate | 48.3% | 61.1%-12.8pp | 69.5%-21.2pp | 67.9%-19.6pp |
| Annual return | 2.36% | -12.30%+14.7pp | 0.16%+2.2pp | -7.84%+10.2pp |
| Employer contribution / active EE | $879 | $1,505-41.6% | $2,413-63.6% | $2,596-66.1% |
| Participant deferral / active EE | $1,757 | $3,024-41.9% | $3,985-55.9% | $4,027-56.4% |
| Admin fee / account holder | $37,834 | $4,835+682.6% | $6,832+453.7% | $5,403+600.3% |