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 5-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 | $94,962 | $54,705+73.6% | $71,209+33.4% | $84,808+12.0% |
| Participation rate | 36.1% | 64.1%-28.0pp | 73.8%-37.6pp | 68.3%-32.2pp |
| Annual return | 433.31% | 35.90%+397.4pp | 282.51%+150.8pp | 40.90%+392.4pp |
| Employer contribution / active EE | $1,667 | $2,158-22.8% | $2,721-38.7% | $2,631-36.7% |
| Participant deferral / active EE | $2,851 | $3,030-5.9% | $4,175-31.7% | $4,212-32.3% |
| Admin fee / account holder | $7,541 | $4,863+55.1% | $5,349+41.0% | $7,344+2.7% |