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 | $19,995 | $87,540-77.2% | $75,781-73.6% | $125,391-84.1% |
| Participation rate | 52.9% | 80.2%-27.2pp | 75.8%-22.9pp | 83.2%-30.2pp |
| Annual return | -1.35% | 13.48%-14.8pp | 9.68%-11.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $775 | $3,930-80.3% | $3,323-76.7% | $4,866-84.1% |
| Participant deferral / active EE | $4,287 | $4,229+1.4% | $3,651+17.4% | $5,352-19.9% |
| Admin fee / account holder | $1,110 | $6,502-82.9% | $5,299-79.1% | $9,540-88.4% |