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 | $149,314 | $60,124+148.3% | $90,404+65.2% | $79,858+87.0% |
| Participation rate | 69.8% | 65.0%+4.8pp | 72.7%-2.9pp | 69.6%+0.1pp |
| Annual return | 13.40% | 71.94%-58.5pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $6,117 | $2,068+195.8% | $3,262+87.5% | $2,471+147.6% |
| Participant deferral / active EE | $4,935 | $2,938+68.0% | $3,963+24.5% | $3,740+32.0% |
| Admin fee / account holder | $7,283 | $3,976+83.2% | $5,611+29.8% | $5,306+37.3% |