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 | $37,365 | $99,020-62.3% | $86,590-56.8% | $147,584-74.7% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 77.76% | 1312.34%-1234.6pp | 964.84%-887.1pp | 578.55%-500.8pp |
| Employer contribution / active EE | $1,713 | $3,132-45.3% | $2,839-39.7% | $4,876-64.9% |
| Participant deferral / active EE | $3,319 | $3,972-16.4% | $3,609-8.0% | $5,439-39.0% |
| Admin fee / account holder | $447 | $5,710-92.2% | $4,906-90.9% | $10,885-95.9% |