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 9-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 | $42,600 | $226,064-81.2% | $182,532-76.7% | $152,861-72.1% |
| Participation rate | 27.3% | 82.5%-55.2pp | 78.0%-50.7pp | 82.4%-55.2pp |
| Annual return | 33.91% | 192.51%-158.6pp | 148.54%-114.6pp | 345.32%-311.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,950 | $6,368-38.0% | $5,524-28.5% | $5,850-32.5% |
| Admin fee / account holder | $1,230 | $10,703-88.5% | $8,592-85.7% | $11,596-89.4% |