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 | $83,333 | $29,660+181.0% | $56,411+47.7% | $80,856+3.1% |
| Participation rate | 2.8% | 41.6%-38.9pp | 52.5%-49.7pp | 67.6%-64.9pp |
| Annual return | 13.10% | 35.23%-22.1pp | 1701.33%-1688.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,402 | $669+408.3% | $1,039+227.6% | $2,755+23.5% |
| Participant deferral / active EE | $7,146 | $1,226+482.9% | $1,952+266.1% | $4,296+66.4% |
| Admin fee / account holder | $128,449 | $2,428+5191.4% | $2,829+4440.8% | $6,918+1756.7% |