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 | $58,655 | $77,813-24.6% | $123,544-52.5% | $64,186-8.6% |
| Participation rate | 68.6% | 74.7%-6.1pp | 82.3%-13.7pp | 69.6%-1.0pp |
| Annual return | -1.93% | 12.48%-14.4pp | 119.20%-121.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $3,429 | $3,014+13.8% | $4,628-25.9% | $2,381+44.0% |
| Participant deferral / active EE | $6,328 | $5,240+20.8% | $6,426-1.5% | $3,470+82.4% |
| Admin fee / account holder | $9,726 | $5,519+76.2% | $9,284+4.8% | $4,888+99.0% |