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 | $87,783 | $49,177+78.5% | $79,464+10.5% | $64,186+36.8% |
| Participation rate | 54.8% | 65.0%-10.2pp | 73.3%-18.5pp | 69.6%-14.7pp |
| Annual return | -5.16% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,923 | $2,076-7.4% | $2,800-31.3% | $2,381-19.2% |
| Participant deferral / active EE | $3,158 | $2,821+11.9% | $3,704-14.7% | $3,470-9.0% |
| Admin fee / account holder | $1,793 | $3,839-53.3% | $5,113-64.9% | $4,888-63.3% |