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 | $47,980 | $150,440-68.1% | $136,294-64.8% | $147,584-67.5% |
| Participation rate | 34.8% | 84.4%-49.6pp | 81.9%-47.1pp | 82.8%-48.0pp |
| Annual return | 22.05% | 1049.08%-1027.0pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $993 | $5,256-81.1% | $4,695-78.8% | $4,876-79.6% |
| Participant deferral / active EE | $2,963 | $6,630-55.3% | $6,247-52.6% | $5,439-45.5% |
| Admin fee / account holder | $8,709 | $10,905-20.1% | $9,243-5.8% | $10,885-20.0% |