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 | $80,540 | $167,307-51.9% | $143,757-44.0% | $134,475-40.1% |
| Participation rate | 40.9% | 84.8%-43.9pp | 80.3%-39.4pp | 81.2%-40.3pp |
| Annual return | -14.39% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $7,566 | $5,619+34.6% | $4,951+52.8% | $4,740+59.6% |
| Participant deferral / active EE | $2,748 | $6,446-57.4% | $5,637-51.3% | $6,400-57.1% |
| Admin fee / account holder | $2,250 | $18,088-87.6% | $14,673-84.7% | $11,426-80.3% |