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 6-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 | $35,577 | $48,265-26.3% | $68,791-48.3% | $68,494-48.1% |
| Participation rate | 60.0% | 60.7%-0.7pp | 69.0%-9.0pp | 67.9%-7.9pp |
| Annual return | -15.31% | -12.71%-2.6pp | -6.38%-8.9pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,781 | $1,829+270.8% | $2,655+155.4% | $2,596+161.2% |
| Participant deferral / active EE | $7,645 | $2,867+166.7% | $3,941+94.0% | $4,027+89.8% |
| Admin fee / account holder | $7,524 | $4,355+72.8% | $4,932+52.6% | $5,403+39.3% |