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 | $59,368 | $71,883-17.4% | $86,677-31.5% | $68,494-13.3% |
| Participation rate | 65.8% | 72.2%-6.4pp | 76.6%-10.8pp | 67.9%-2.1pp |
| Annual return | -17.24% | 3.52%-20.8pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,188 | $2,173+46.7% | $2,836+12.4% | $2,596+22.8% |
| Participant deferral / active EE | $4,070 | $3,779+7.7% | $4,656-12.6% | $4,027+1.1% |
| Admin fee / account holder | $1,157 | $6,112-81.1% | $7,493-84.6% | $5,403-78.6% |