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 | $51,915 | $150,440-65.5% | $136,294-61.9% | $147,584-64.8% |
| Participation rate | 43.8% | 84.4%-40.7pp | 81.9%-38.2pp | 82.8%-39.1pp |
| Annual return | 14.90% | 1049.08%-1034.2pp | 5155.94%-5141.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,102 | $5,256-79.0% | $4,695-76.5% | $4,876-77.4% |
| Participant deferral / active EE | $3,876 | $6,630-41.5% | $6,247-38.0% | $5,439-28.7% |
| Admin fee / account holder | $934 | $10,905-91.4% | $9,243-89.9% | $10,885-91.4% |