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 | $185,765 | $53,162+249.4% | $91,220+103.6% | $68,494+171.2% |
| Participation rate | 45.0% | 63.2%-18.2pp | 73.2%-28.2pp | 67.9%-22.9pp |
| Annual return | -17.63% | -3.14%-14.5pp | 114.01%-131.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,376 | $1,709-19.5% | $2,850-51.7% | $2,596-47.0% |
| Participant deferral / active EE | $1,454 | $2,974-51.1% | $4,234-65.7% | $4,027-63.9% |
| Admin fee / account holder | $9,345 | $4,493+108.0% | $5,420+72.4% | $5,403+73.0% |