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 | $41,049 | $49,177-16.5% | $79,464-48.3% | $64,186-36.0% |
| Participation rate | 66.1% | 65.0%+1.1pp | 73.3%-7.2pp | 69.6%-3.5pp |
| Annual return | -7.24% | -1.16%-6.1pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $641 | $2,076-69.1% | $2,800-77.1% | $2,381-73.1% |
| Participant deferral / active EE | $1,408 | $2,821-50.1% | $3,704-62.0% | $3,470-59.4% |
| Admin fee / account holder | $1,329 | $3,839-65.4% | $5,113-74.0% | $4,888-72.8% |