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 | $40,231 | $59,107-31.9% | $86,436-53.5% | $68,494-41.3% |
| Participation rate | 66.2% | 75.2%-9.0pp | 80.3%-14.1pp | 67.9%-1.7pp |
| Annual return | -9.34% | -0.23%-9.1pp | 4394.89%-4404.2pp | -7.84%-1.5pp |
| Employer contribution / active EE | $2,736 | $2,519+8.6% | $3,769-27.4% | $2,596+5.4% |
| Participant deferral / active EE | $3,953 | $5,901-33.0% | $6,952-43.1% | $4,027-1.9% |
| Admin fee / account holder | $408 | $5,637-92.8% | $6,731-93.9% | $5,403-92.4% |