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 | $42,357 | $45,863-7.6% | $77,024-45.0% | $68,494-38.2% |
| Participation rate | 48.1% | 55.9%-7.8pp | 67.9%-19.8pp | 67.9%-19.7pp |
| Annual return | -17.14% | 1.72%-18.9pp | 42.32%-59.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,699 | $1,650+3.0% | $2,812-39.6% | $2,596-34.5% |
| Participant deferral / active EE | $4,567 | $2,962+54.2% | $4,426+3.2% | $4,027+13.4% |
| Admin fee / account holder | $3,566 | $3,041+17.3% | $5,425-34.3% | $5,403-34.0% |