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 | $33,627 | $61,660-45.5% | $80,019-58.0% | $64,186-47.6% |
| Participation rate | 63.0% | 71.7%-8.6pp | 75.8%-12.8pp | 69.6%-6.5pp |
| Annual return | -6.61% | -0.33%-6.3pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,554 | $1,810-14.2% | $2,468-37.0% | $2,381-34.7% |
| Participant deferral / active EE | $2,734 | $2,968-7.9% | $3,686-25.8% | $3,470-21.2% |
| Admin fee / account holder | $1,408 | $5,417-74.0% | $6,521-78.4% | $4,888-71.2% |