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 9-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 | $90,538 | $84,233+7.5% | $170,442-46.9% | $70,131+29.1% |
| Participation rate | 21.2% | 70.8%-49.6pp | 83.6%-62.4pp | 69.5%-48.3pp |
| Annual return | 361.41% | 23.06%+338.3pp | 205.93%+155.5pp | 73.14%+288.3pp |
| Employer contribution / active EE | $1,028 | $3,387-69.6% | $5,433-81.1% | $2,342-56.1% |
| Participant deferral / active EE | $1,744 | $3,086-43.5% | $4,939-64.7% | $3,332-47.7% |
| Admin fee / account holder | $387 | $5,698-93.2% | $13,880-97.2% | $4,645-91.7% |