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 5-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 | $7,696 | $48,265-84.1% | $68,791-88.8% | $68,494-88.8% |
| Participation rate | 57.4% | 60.7%-3.3pp | 69.0%-11.6pp | 67.9%-10.5pp |
| Annual return | 23.14% | -12.71%+35.9pp | -6.38%+29.5pp | -7.84%+31.0pp |
| Employer contribution / active EE | $1,304 | $1,829-28.7% | $2,655-50.9% | $2,596-49.8% |
| Participant deferral / active EE | $2,020 | $2,867-29.5% | $3,941-48.7% | $4,027-49.8% |
| Admin fee / account holder | $1,414 | $4,355-67.5% | $4,932-71.3% | $5,403-73.8% |