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 | $103,520 | $167,307-38.1% | $143,757-28.0% | $134,475-23.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -19.19% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,246 | $5,619-42.2% | $4,951-34.4% | $4,740-31.5% |
| Participant deferral / active EE | $11,665 | $6,446+81.0% | $5,637+106.9% | $6,400+82.3% |
| Admin fee / account holder | $1,014 | $18,088-94.4% | $14,673-93.1% | $11,426-91.1% |