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 5-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 | $144,346 | $70,606+104.4% | $53,898+167.8% | $142,382+1.4% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 19.07% | 619.81%-600.7pp | 528.60%-509.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $712 | $1,202-40.8% | $932-23.7% | $4,299-83.4% |
| Participant deferral / active EE | $2,122 | $2,364-10.2% | $1,826+16.2% | $6,507-67.4% |
| Admin fee / account holder | $561 | $2,852-80.3% | $2,491-77.5% | $12,624-95.6% |