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 | $66,078 | $87,540-24.5% | $75,781-12.8% | $125,391-47.3% |
| Participation rate | 69.2% | 80.2%-10.9pp | 75.8%-6.6pp | 83.2%-14.0pp |
| Annual return | -3.05% | 13.48%-16.5pp | 9.68%-12.7pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,796 | $3,930-54.3% | $3,323-45.9% | $4,866-63.1% |
| Participant deferral / active EE | $3,036 | $4,229-28.2% | $3,651-16.9% | $5,352-43.3% |
| Admin fee / account holder | $904 | $6,502-86.1% | $5,299-82.9% | $9,540-90.5% |