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 | $74,068 | $55,449+33.6% | $83,848-11.7% | $56,287+31.6% |
| Participation rate | 45.6% | 68.0%-22.4pp | 76.1%-30.5pp | 69.9%-24.3pp |
| Annual return | -6.07% | -1.38%-4.7pp | 850.88%-856.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,153 | $2,430-52.6% | $3,631-68.3% | $2,111-45.4% |
| Participant deferral / active EE | $3,249 | $2,935+10.7% | $4,082-20.4% | $3,350-3.0% |
| Admin fee / account holder | $2,162 | $656+229.6% | $5,478-60.5% | $521+315.0% |