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 | $76,997 | $55,415+38.9% | $155,509-50.5% | $74,495+3.4% |
| Participation rate | 53.6% | 61.9%-8.3pp | 78.2%-24.5pp | 67.2%-13.6pp |
| Annual return | 17.85% | 268.50%-250.6pp | 64.67%-46.8pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $3,014 | $2,267+32.9% | $4,672-35.5% | $2,623+14.9% |
| Participant deferral / active EE | $7,503 | $2,836+164.6% | $5,626+33.4% | $4,346+72.7% |
| Admin fee / account holder | $3,995 | $1,738+129.8% | $15,912-74.9% | $1,942+105.7% |