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 | $63,131 | $48,265+30.8% | $68,791-8.2% | $68,494-7.8% |
| Participation rate | 41.2% | 60.7%-19.5pp | 69.0%-27.8pp | 67.9%-26.7pp |
| Annual return | -17.93% | -12.71%-5.2pp | -6.38%-11.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,771 | $1,829+51.5% | $2,655+4.3% | $2,596+6.7% |
| Participant deferral / active EE | $4,323 | $2,867+50.8% | $3,941+9.7% | $4,027+7.3% |
| Admin fee / account holder | $619 | $4,355-85.8% | $4,932-87.4% | $5,403-88.5% |