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 | $110,382 | $183,963-40.0% | $162,163-31.9% | $152,861-27.8% |
| Participation rate | 69.6% | 88.5%-18.9pp | 87.6%-18.0pp | 82.4%-12.9pp |
| Annual return | 17.46% | 150.76%-133.3pp | 115.59%-98.1pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,632 | $6,371-58.7% | $5,614-53.1% | $4,762-44.7% |
| Participant deferral / active EE | $9,169 | $8,034+14.1% | $7,298+25.6% | $5,850+56.7% |
| Admin fee / account holder | $9,796 | $13,121-25.3% | $10,843-9.7% | $11,596-15.5% |