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 | $38,214 | $43,327-11.8% | $59,878-36.2% | $64,186-40.5% |
| Participation rate | 60.5% | 69.2%-8.6pp | 74.7%-14.2pp | 69.6%-9.0pp |
| Annual return | -5.60% | -1.55%-4.1pp | 3.46%-9.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $572 | $2,028-71.8% | $2,722-79.0% | $2,381-76.0% |
| Participant deferral / active EE | $2,933 | $2,546+15.2% | $3,402-13.8% | $3,470-15.5% |
| Admin fee / account holder | $1,615 | $3,005-46.3% | $3,590-55.0% | $4,888-67.0% |