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 | $102,040 | $133,958-23.8% | $112,228-9.1% | $134,475-24.1% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -9.45% | 47.11%-56.6pp | 27.45%-36.9pp | 417.96%-427.4pp |
| Employer contribution / active EE | $1,866 | $4,038-53.8% | $3,635-48.6% | $4,740-60.6% |
| Participant deferral / active EE | $6,544 | $5,291+23.7% | $4,728+38.4% | $6,400+2.3% |
| Admin fee / account holder | $1,825 | $7,489-75.6% | $6,410-71.5% | $11,426-84.0% |