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 9-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 | $57,756 | $100,754-42.7% | $86,677-33.4% | $134,475-57.1% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -7.36% | 29.04%-36.4pp | 35.91%-43.3pp | 417.96%-425.3pp |
| Employer contribution / active EE | $2,262 | $3,489-35.2% | $2,836-20.3% | $4,740-52.3% |
| Participant deferral / active EE | $6,518 | $5,338+22.1% | $4,656+40.0% | $6,400+1.8% |
| Admin fee / account holder | $4,183 | $10,926-61.7% | $7,493-44.2% | $11,426-63.4% |