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 | $87,540 | $64,707+35.3% | $112,228-22.0% | $68,494+27.8% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | 3.36% | -11.40%+14.8pp | 27.45%-24.1pp | -7.84%+11.2pp |
| Employer contribution / active EE | $911 | $2,746-66.8% | $3,635-74.9% | $2,596-64.9% |
| Participant deferral / active EE | $2,230 | $3,565-37.5% | $4,728-52.8% | $4,027-44.6% |
| Admin fee / account holder | $2,433 | $5,232-53.5% | $6,410-62.0% | $5,403-55.0% |