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 | $37,722 | $167,307-77.5% | $143,757-73.8% | $134,475-71.9% |
| Participation rate | 61.1% | 84.8%-23.7pp | 80.3%-19.2pp | 81.2%-20.1pp |
| Annual return | -16.70% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,303 | $5,619-41.2% | $4,951-33.3% | $4,740-30.3% |
| Participant deferral / active EE | $3,846 | $6,446-40.3% | $5,637-31.8% | $6,400-39.9% |
| Admin fee / account holder | $2,131 | $18,088-88.2% | $14,673-85.5% | $11,426-81.3% |