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 | $144,511 | $158,398-8.8% | $126,539+14.2% | $142,382+1.5% |
| Participation rate | 31.3% | 75.8%-44.6pp | 69.8%-38.6pp | 80.1%-48.9pp |
| Annual return | 22.72% | 593.76%-571.0pp | 425.95%-403.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,787 | $4,767+21.4% | $4,083+41.7% | $6,507-11.1% |
| Admin fee / account holder | $605 | $6,918-91.3% | $6,065-90.0% | $12,624-95.2% |