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 7-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 | $88,621 | $88,751-0.1% | $81,812+8.3% | $145,922-39.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.53% | 1025.40%-1011.9pp | 773.79%-760.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $942 | $3,083-69.4% | $2,912-67.7% | $4,660-79.8% |
| Participant deferral / active EE | $6,191 | $4,643+33.3% | $4,319+43.4% | $6,688-7.4% |
| Admin fee / account holder | $2,306 | $8,415-72.6% | $7,386-68.8% | $13,397-82.8% |