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 | $140,217 | $138,044+1.6% | $125,339+11.9% | $134,475+4.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.68% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,933 | $5,243-44.1% | $4,814-39.1% | $4,740-38.1% |
| Participant deferral / active EE | $8,848 | $7,799+13.5% | $7,446+18.8% | $6,400+38.3% |
| Admin fee / account holder | $1,334 | $11,571-88.5% | $10,010-86.7% | $11,426-88.3% |