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 | $55,752 | $133,958-58.4% | $112,228-50.3% | $134,475-58.5% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -15.41% | 47.11%-62.5pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,638 | $4,038-59.4% | $3,635-54.9% | $4,740-65.5% |
| Participant deferral / active EE | $4,478 | $5,291-15.4% | $4,728-5.3% | $6,400-30.0% |
| Admin fee / account holder | $1,678 | $7,489-77.6% | $6,410-73.8% | $11,426-85.3% |