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 | $126,217 | $93,024+35.7% | $77,024+63.9% | $134,475-6.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -2.55% | 62.60%-65.1pp | 42.32%-44.9pp | 417.96%-420.5pp |
| Employer contribution / active EE | $2,606 | $3,418-23.8% | $2,812-7.3% | $4,740-45.0% |
| Participant deferral / active EE | $5,179 | $5,238-1.1% | $4,426+17.0% | $6,400-19.1% |
| Admin fee / account holder | $1,230 | $6,944-82.3% | $5,425-77.3% | $11,426-89.2% |