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 | $84,605 | $59,805+41.5% | $79,550+6.4% | $68,494+23.5% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -15.02% | -12.30%-2.7pp | 0.16%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,637 | $1,505+8.8% | $2,413-32.1% | $2,596-36.9% |
| Participant deferral / active EE | $2,852 | $3,024-5.7% | $3,985-28.4% | $4,027-29.2% |
| Admin fee / account holder | $2,626 | $4,835-45.7% | $6,832-61.6% | $5,403-51.4% |