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 | $94,388 | $99,032-4.7% | $80,019+18.0% | $135,375-30.3% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -2.47% | 15.39%-17.9pp | 11.22%-13.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,203 | $3,043-60.5% | $2,468-51.2% | $4,779-74.8% |
| Participant deferral / active EE | $2,749 | $4,282-35.8% | $3,686-25.4% | $5,609-51.0% |
| Admin fee / account holder | $27,077 | $10,436+159.5% | $6,521+315.2% | $10,827+150.1% |