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 | $65,925 | $100,852-34.6% | $90,404-27.1% | $158,922-58.5% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.0pp | 82.0%-18.3pp |
| Annual return | 16.03% | 1724.20%-1708.2pp | 1293.02%-1277.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,226 | $3,689-39.7% | $3,262-31.8% | $4,761-53.2% |
| Participant deferral / active EE | $7,220 | $4,348+66.1% | $3,963+82.2% | $5,982+20.7% |
| Admin fee / account holder | $12,910 | $6,501+98.6% | $5,611+130.1% | $11,246+14.8% |