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 | $46,021 | $56,199-18.1% | $67,652-32.0% | $59,632-22.8% |
| Participation rate | 66.3% | 71.5%-5.1pp | 75.7%-9.3pp | 68.7%-2.3pp |
| Annual return | -0.27% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,258 | $1,614-22.1% | $2,266-44.5% | $2,203-42.9% |
| Participant deferral / active EE | $3,175 | $2,844+11.7% | $3,560-10.8% | $3,192-0.5% |
| Admin fee / account holder | $572 | $3,958-85.6% | $4,821-88.1% | $4,297-86.7% |