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 | $29,397 | $95,971-69.4% | $74,550-60.6% | $135,375-78.3% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -6.88% | 56.96%-63.8pp | 32.53%-39.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $641 | $2,716-76.4% | $1,961-67.3% | $4,779-86.6% |
| Participant deferral / active EE | $2,769 | $3,843-28.0% | $3,108-10.9% | $5,609-50.6% |
| Admin fee / account holder | $864 | $6,522-86.8% | $5,060-82.9% | $10,827-92.0% |