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 | $28,765 | $69,010-58.3% | $159,960-82.0% | $68,494-58.0% |
| Participation rate | 61.3% | 65.4%-4.1pp | 78.0%-16.7pp | 67.9%-6.6pp |
| Annual return | -3.31% | -9.65%+6.3pp | 408.60%-411.9pp | -7.84%+4.5pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,338 | $4,212-20.7% | $6,182-46.0% | $4,027-17.1% |
| Admin fee / account holder | $541 | $4,798-88.7% | $8,698-93.8% | $5,403-90.0% |