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 | $64,953 | $100,041-35.1% | $149,718-56.6% | $70,131-7.4% |
| Participation rate | 64.3% | 83.6%-19.3pp | 87.1%-22.8pp | 69.5%-5.3pp |
| Annual return | 25.18% | 27.43%-2.2pp | 1501.63%-1476.4pp | 73.14%-48.0pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $13,797 | $4,983+176.9% | $6,569+110.0% | $3,332+314.1% |
| Admin fee / account holder | $11,296 | $8,286+36.3% | $11,283+0.1% | $4,645+143.2% |