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 | $80,694 | $70,606+14.3% | $53,898+49.7% | $142,382-43.3% |
| Participation rate | 0.0% | 63.7%-63.7pp | 55.0%-55.0pp | 80.1%-80.1pp |
| Annual return | 10.24% | 619.81%-609.6pp | 528.60%-518.4pp | 217.08%-206.8pp |
| Employer contribution / active EE | $785 | $1,202-34.7% | $932-15.7% | $4,299-81.7% |
| Participant deferral / active EE | $1,224 | $2,364-48.2% | $1,826-33.0% | $6,507-81.2% |
| Admin fee / account holder | $3,089 | $2,852+8.3% | $2,491+24.0% | $12,624-75.5% |