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 3-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 | $14,697 | $57,281-74.3% | $86,612-83.0% | $75,163-80.4% |
| Participation rate | 21.7% | 63.2%-41.5pp | 71.7%-50.0pp | 67.2%-45.5pp |
| Annual return | 31.48% | 2670.75%-2639.3pp | 591.07%-559.6pp | 160.62%-129.1pp |
| Employer contribution / active EE | $884 | $2,314-61.8% | $3,022-70.7% | $2,670-66.9% |
| Participant deferral / active EE | $1,725 | $3,318-48.0% | $4,438-61.1% | $4,125-58.2% |
| Admin fee / account holder | $1,192 | $4,112-71.0% | $5,614-78.8% | $5,651-78.9% |