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 | $44,364 | $50,958-12.9% | $74,550-40.5% | $64,186-30.9% |
| Participation rate | 51.9% | 61.1%-9.2pp | 69.1%-17.2pp | 69.6%-17.7pp |
| Annual return | -6.94% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $373 | $1,115-66.5% | $1,961-81.0% | $2,381-84.3% |
| Participant deferral / active EE | $2,844 | $2,301+23.6% | $3,108-8.5% | $3,470-18.0% |
| Admin fee / account holder | $7,581 | $4,223+79.5% | $5,060+49.8% | $4,888+55.1% |