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 7-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 | $97,395 | $83,902+16.1% | $167,512-41.9% | $84,808+14.8% |
| Participation rate | 45.1% | 66.5%-21.4pp | 77.1%-32.0pp | 68.3%-23.2pp |
| Annual return | 19.39% | 91.55%-72.2pp | 1615.79%-1596.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,579 | $2,264-30.2% | $3,882-59.3% | $2,631-40.0% |
| Participant deferral / active EE | $4,539 | $4,442+2.2% | $6,405-29.1% | $4,212+7.8% |
| Admin fee / account holder | $12,646 | $7,915+59.8% | $9,769+29.4% | $7,344+72.2% |