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 5-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 | $25,984 | $93,024-72.1% | $77,024-66.3% | $134,475-80.7% |
| Participation rate | 23.1% | 74.5%-51.4pp | 67.9%-44.8pp | 81.2%-58.1pp |
| Annual return | -19.68% | 62.60%-82.3pp | 42.32%-62.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $806 | $3,418-76.4% | $2,812-71.4% | $4,740-83.0% |
| Participant deferral / active EE | $2,507 | $5,238-52.1% | $4,426-43.4% | $6,400-60.8% |
| Admin fee / account holder | $788 | $6,944-88.7% | $5,425-85.5% | $11,426-93.1% |