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 | $45,990 | $50,958-9.7% | $74,550-38.3% | $64,186-28.3% |
| Participation rate | 43.8% | 61.1%-17.3pp | 69.1%-25.4pp | 69.6%-25.8pp |
| Annual return | -6.50% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $564 | $1,115-49.4% | $1,961-71.2% | $2,381-76.3% |
| Participant deferral / active EE | $1,263 | $2,301-45.1% | $3,108-59.4% | $3,470-63.6% |
| Admin fee / account holder | $1,987 | $4,223-53.0% | $5,060-60.7% | $4,888-59.4% |