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 | $85,945 | $84,487+1.7% | $125,339-31.4% | $66,914+28.4% |
| Participation rate | 55.9% | 76.4%-20.5pp | 82.4%-26.5pp | 69.8%-13.9pp |
| Annual return | -10.55% | -8.39%-2.2pp | 572.05%-582.6pp | 1.58%-12.1pp |
| Employer contribution / active EE | $1,960 | $3,553-44.8% | $4,814-59.3% | $2,544-23.0% |
| Participant deferral / active EE | $4,661 | $6,781-31.3% | $7,446-37.4% | $4,237+10.0% |
| Admin fee / account holder | $4,479 | $685+553.8% | $10,010-55.3% | $593+655.0% |