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 | $41,168 | $167,307-75.4% | $143,757-71.4% | $134,475-69.4% |
| Participation rate | 52.4% | 84.8%-32.4pp | 80.3%-27.9pp | 81.2%-28.8pp |
| Annual return | -13.35% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,894 | $5,619-66.3% | $4,951-61.7% | $4,740-60.0% |
| Participant deferral / active EE | $3,704 | $6,446-42.5% | $5,637-34.3% | $6,400-42.1% |
| Admin fee / account holder | $392 | $18,088-97.8% | $14,673-97.3% | $11,426-96.6% |