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 | $80,128 | $70,587+13.5% | $124,672-35.7% | $85,850-6.7% |
| Participation rate | 43.2% | 64.4%-21.2pp | 74.6%-31.4pp | 69.3%-26.1pp |
| Annual return | 12.52% | 20688.83%-20676.3pp | 5142.93%-5130.4pp | 318.53%-306.0pp |
| Employer contribution / active EE | $803 | $1,913-58.0% | $3,324-75.8% | $2,565-68.7% |
| Participant deferral / active EE | $2,311 | $2,969-22.2% | $4,614-49.9% | $3,952-41.5% |
| Admin fee / account holder | $22,059 | $5,282+317.6% | $7,493+194.4% | $6,260+252.4% |