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 | $146,347 | $150,187-2.6% | $120,354+21.6% | $145,922+0.3% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 19.22% | 154.07%-134.8pp | 107.15%-87.9pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,559 | $4,348-64.1% | $3,463-55.0% | $4,660-66.5% |
| Participant deferral / active EE | $5,748 | $6,173-6.9% | $4,991+15.2% | $6,688-14.0% |
| Admin fee / account holder | $758 | $12,207-93.8% | $9,423-92.0% | $13,397-94.3% |