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 | $96,936 | $97,757-0.8% | $83,848+15.6% | $135,375-28.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -4.56% | 1287.37%-1291.9pp | 850.88%-855.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,998 | $4,222-29.0% | $3,631-17.4% | $4,779-37.3% |
| Participant deferral / active EE | $6,869 | $4,682+46.7% | $4,082+68.3% | $5,609+22.5% |
| Admin fee / account holder | $15,731 | $6,674+135.7% | $5,478+187.2% | $10,827+45.3% |