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 | $64,498 | $45,602+41.4% | $117,472-45.1% | $66,914-3.6% |
| Participation rate | 49.0% | 57.6%-8.6pp | 70.6%-21.5pp | 69.8%-20.8pp |
| Annual return | -16.97% | -16.74%-0.2pp | 29.74%-46.7pp | 1.58%-18.6pp |
| Employer contribution / active EE | $704 | $1,579-55.4% | $4,176-83.1% | $2,544-72.3% |
| Participant deferral / active EE | $2,373 | $2,845-16.6% | $4,070-41.7% | $4,237-44.0% |
| Admin fee / account holder | $10,603 | $661+1504.9% | $5,645+87.8% | $593+1687.2% |