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 | $35,437 | $54,726-35.2% | $68,793-48.5% | $64,186-44.8% |
| Participation rate | 67.6% | 68.0%-0.4pp | 72.2%-4.6pp | 69.6%-1.9pp |
| Annual return | -6.38% | -1.62%-4.8pp | -4.63%-1.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $830 | $1,846-55.0% | $2,625-68.4% | $2,381-65.1% |
| Participant deferral / active EE | $1,848 | $2,626-29.7% | $3,311-44.2% | $3,470-46.8% |
| Admin fee / account holder | $779 | $4,027-80.7% | $5,131-84.8% | $4,888-84.1% |