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 | $152,461 | $96,635+57.8% | $86,612+76.0% | $139,434+9.3% |
| Participation rate | 55.6% | 74.4%-18.8pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 13.89% | 106.41%-92.5pp | 591.07%-577.2pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,085 | $3,263-5.5% | $3,022+2.1% | $4,751-35.1% |
| Participant deferral / active EE | $4,459 | $4,836-7.8% | $4,438+0.5% | $6,710-33.5% |
| Admin fee / account holder | $2,282 | $6,408-64.4% | $5,614-59.4% | $11,403-80.0% |