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 | $104,918 | $59,805+75.4% | $79,550+31.9% | $68,494+53.2% |
| Participation rate | 67.7% | 61.1%+6.7pp | 69.5%-1.7pp | 67.9%-0.1pp |
| Annual return | -13.06% | -12.30%-0.8pp | 0.16%-13.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,648 | $1,505+9.5% | $2,413-31.7% | $2,596-36.5% |
| Participant deferral / active EE | $4,104 | $3,024+35.7% | $3,985+3.0% | $4,027+1.9% |
| Admin fee / account holder | $33,936 | $4,835+601.9% | $6,832+396.7% | $5,403+528.1% |