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 | $32,814 | $87,540-62.5% | $75,781-56.7% | $125,391-73.8% |
| Participation rate | 68.8% | 80.2%-11.4pp | 75.8%-7.1pp | 83.2%-14.4pp |
| Annual return | -0.98% | 13.48%-14.5pp | 9.68%-10.7pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,264 | $3,930-67.8% | $3,323-62.0% | $4,866-74.0% |
| Participant deferral / active EE | $3,997 | $4,229-5.5% | $3,651+9.5% | $5,352-25.3% |
| Admin fee / account holder | $2,425 | $6,502-62.7% | $5,299-54.2% | $9,540-74.6% |