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 7-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 | $100,784 | $210,648-52.2% | $177,989-43.4% | $145,922-30.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.46% | 385.86%-376.4pp | 294.48%-285.0pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,408 | $4,565-69.2% | $3,949-64.4% | $4,660-69.8% |
| Participant deferral / active EE | $5,685 | $6,958-18.3% | $6,276-9.4% | $6,688-15.0% |
| Admin fee / account holder | $1,027 | $12,013-91.5% | $10,363-90.1% | $13,397-92.3% |