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 | $48,127 | $107,334-55.2% | $92,893-48.2% | $152,861-68.5% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 62.10% | 145.58%-83.5pp | 109.41%-47.3pp | 345.32%-283.2pp |
| Employer contribution / active EE | $3,133 | $4,221-25.8% | $3,653-14.2% | $4,762-34.2% |
| Participant deferral / active EE | $5,115 | $4,845+5.6% | $4,236+20.8% | $5,850-12.6% |
| Admin fee / account holder | $415 | $7,079-94.1% | $5,794-92.8% | $11,596-96.4% |