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 8-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 | $78,425 | $96,635-18.8% | $86,612-9.5% | $139,434-43.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 20.60% | 106.41%-85.8pp | 591.07%-570.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $3,143 | $3,263-3.7% | $3,022+4.0% | $4,751-33.8% |
| Participant deferral / active EE | $1,619 | $4,836-66.5% | $4,438-63.5% | $6,710-75.9% |
| Admin fee / account holder | $422 | $6,408-93.4% | $5,614-92.5% | $11,403-96.3% |