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 | $86,600 | $65,409+32.4% | $98,442-12.0% | $85,850+0.9% |
| Participation rate | 68.4% | 65.0%+3.4pp | 73.3%-4.9pp | 69.3%-0.9pp |
| Annual return | 14.21% | 21.76%-7.5pp | 1492.73%-1478.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,135 | $2,168-47.6% | $2,960-61.6% | $2,565-55.7% |
| Participant deferral / active EE | $3,094 | $3,166-2.3% | $4,276-27.6% | $3,952-21.7% |
| Admin fee / account holder | $15,540 | $4,593+238.4% | $5,949+161.2% | $6,260+148.2% |