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 | $56,265 | $57,281-1.8% | $86,612-35.0% | $75,163-25.1% |
| Participation rate | 44.0% | 63.2%-19.2pp | 71.7%-27.7pp | 67.2%-23.2pp |
| Annual return | 20.62% | 2670.75%-2650.1pp | 591.07%-570.5pp | 160.62%-140.0pp |
| Employer contribution / active EE | $762 | $2,314-67.1% | $3,022-74.8% | $2,670-71.5% |
| Participant deferral / active EE | $3,737 | $3,318+12.6% | $4,438-15.8% | $4,125-9.4% |
| Admin fee / account holder | $518 | $4,112-87.4% | $5,614-90.8% | $5,651-90.8% |