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 | $128,468 | $99,032+29.7% | $80,019+60.5% | $135,375-5.1% |
| Participation rate | 69.2% | 78.4%-9.1pp | 75.8%-6.6pp | 82.6%-13.4pp |
| Annual return | -4.31% | 15.39%-19.7pp | 11.22%-15.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $978 | $3,043-67.9% | $2,468-60.4% | $4,779-79.5% |
| Participant deferral / active EE | $2,715 | $4,282-36.6% | $3,686-26.3% | $5,609-51.6% |
| Admin fee / account holder | $2,747 | $10,436-73.7% | $6,521-57.9% | $10,827-74.6% |