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 | $96,230 | $59,805+60.9% | $79,550+21.0% | $68,494+40.5% |
| Participation rate | 63.6% | 61.1%+2.6pp | 69.5%-5.8pp | 67.9%-4.3pp |
| Annual return | -15.73% | -12.30%-3.4pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,261 | $1,505-16.2% | $2,413-47.8% | $2,596-51.4% |
| Participant deferral / active EE | $2,522 | $3,024-16.6% | $3,985-36.7% | $4,027-37.4% |
| Admin fee / account holder | $2,737 | $4,835-43.4% | $6,832-59.9% | $5,403-49.3% |