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 9-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 | $48,895 | $159,901-69.4% | $146,958-66.7% | $145,922-66.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 10.08% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,089 | $5,286-60.5% | $4,933-57.6% | $4,660-55.2% |
| Participant deferral / active EE | $4,271 | $8,428-49.3% | $8,070-47.1% | $6,688-36.1% |
| Admin fee / account holder | $636 | $15,044-95.8% | $12,998-95.1% | $13,397-95.2% |