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 | $74,153 | $96,305-23.0% | $80,569-8.0% | $139,434-46.8% |
| Participation rate | 68.8% | 73.6%-4.9pp | 67.0%+1.8pp | 80.3%-11.6pp |
| Annual return | 16.57% | 1350.08%-1333.5pp | 935.43%-918.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,589 | $3,262+40.7% | $2,723+68.5% | $4,751-3.4% |
| Participant deferral / active EE | $3,003 | $5,232-42.6% | $4,447-32.5% | $6,710-55.3% |
| Admin fee / account holder | $1,081 | $6,599-83.6% | $5,377-79.9% | $11,403-90.5% |