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 | $241,000 | $171,865+40.2% | $149,718+61.0% | $147,584+63.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 13.23% | 2113.22%-2100.0pp | 1501.63%-1488.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,259 | $6,275-64.0% | $5,445-58.5% | $4,876-53.7% |
| Participant deferral / active EE | $6,945 | $7,271-4.5% | $6,569+5.7% | $5,439+27.7% |
| Admin fee / account holder | $1,650 | $13,799-88.0% | $11,283-85.4% | $10,885-84.8% |