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 | $29,676 | $48,265-38.5% | $68,791-56.9% | $68,494-56.7% |
| Participation rate | 69.8% | 60.7%+9.1pp | 69.0%+0.8pp | 67.9%+1.9pp |
| Annual return | -18.30% | -12.71%-5.6pp | -6.38%-11.9pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,050 | $1,829+12.1% | $2,655-22.8% | $2,596-21.0% |
| Participant deferral / active EE | $3,218 | $2,867+12.3% | $3,941-18.3% | $4,027-20.1% |
| Admin fee / account holder | $1,530 | $4,355-64.9% | $4,932-69.0% | $5,403-71.7% |