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 | $75,224 | $77,145-2.5% | $108,410-30.6% | $85,850-12.4% |
| Participation rate | 50.8% | 74.7%-23.9pp | 80.1%-29.4pp | 69.3%-18.5pp |
| Annual return | 13.40% | 44.54%-31.1pp | 905.27%-891.9pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,632 | $2,379-31.4% | $3,558-54.1% | $2,565-36.4% |
| Participant deferral / active EE | $3,319 | $5,566-40.4% | $6,563-49.4% | $3,952-16.0% |
| Admin fee / account holder | $7,869 | $5,172+52.1% | $7,295+7.9% | $6,260+25.7% |