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 | $64,313 | $57,281+12.3% | $86,612-25.7% | $75,163-14.4% |
| Participation rate | 33.3% | 63.2%-29.9pp | 71.7%-38.4pp | 67.2%-33.9pp |
| Annual return | 20.37% | 2670.75%-2650.4pp | 591.07%-570.7pp | 160.62%-140.3pp |
| Employer contribution / active EE | $691 | $2,314-70.1% | $3,022-77.1% | $2,670-74.1% |
| Participant deferral / active EE | $2,461 | $3,318-25.8% | $4,438-44.5% | $4,125-40.3% |
| Admin fee / account holder | $1,304 | $4,112-68.3% | $5,614-76.8% | $5,651-76.9% |