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 | $99,911 | $43,723+128.5% | $121,196-17.6% | $64,186+55.7% |
| Participation rate | 66.7% | 58.3%+8.3pp | 71.7%-5.1pp | 69.6%-2.9pp |
| Annual return | -4.23% | 68.91%-73.1pp | 16.93%-21.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $799 | $1,296-38.3% | $4,022-80.1% | $2,381-66.4% |
| Participant deferral / active EE | $4,272 | $2,280+87.4% | $3,344+27.7% | $3,470+23.1% |
| Admin fee / account holder | $1,843 | $3,501-47.4% | $5,019-63.3% | $4,888-62.3% |