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 | $36,751 | $43,723-15.9% | $121,196-69.7% | $64,186-42.7% |
| Participation rate | 51.7% | 58.3%-6.6pp | 71.7%-20.1pp | 69.6%-17.9pp |
| Annual return | -5.92% | 68.91%-74.8pp | 16.93%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,132 | $1,296-12.7% | $4,022-71.9% | $2,381-52.5% |
| Participant deferral / active EE | $2,099 | $2,280-7.9% | $3,344-37.2% | $3,470-39.5% |
| Admin fee / account holder | $4,913 | $3,501+40.3% | $5,019-2.1% | $4,888+0.5% |