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 | $140,026 | $57,354+144.1% | $83,848+67.0% | $64,186+118.2% |
| Participation rate | 28.9% | 68.6%-39.7pp | 76.1%-47.2pp | 69.6%-40.6pp |
| Annual return | -7.86% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $613 | $2,545-75.9% | $3,631-83.1% | $2,381-74.3% |
| Participant deferral / active EE | $2,249 | $2,993-24.8% | $4,082-44.9% | $3,470-35.2% |
| Admin fee / account holder | $3,180 | $4,046-21.4% | $5,478-41.9% | $4,888-34.9% |